JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by HBW Advisory Services LLC

HBW Advisory Services LLC cut its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 46.6% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,204 shares of the company’s stock after selling 14,167 shares during the period. HBW Advisory Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,053,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Signature Estate & Investment Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $687,000. Bank of Montreal Can boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% during the second quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock worth $119,000 after purchasing an additional 1,885 shares during the last quarter. Family Capital Management Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $896,000. Grant Private Wealth Management Inc purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $2,394,000. Finally, Prime Capital Investment Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1%

NYSEARCA HELO opened at $67.00 on Friday. The business’s 50-day moving average price is $65.82 and its 200 day moving average price is $64.47. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $67.13. The company has a market capitalization of $3.65 billion, a PE ratio of 25.99 and a beta of 0.58.

About JPMorgan Hedged Equity Laddered Overlay ETF

The JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.