Cooper Financial Group Sells 17,425 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Cooper Financial Group trimmed its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 17.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 84,998 shares of the company’s stock after selling 17,425 shares during the quarter. Cooper Financial Group’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $5,646,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of the business. Benjamin Edwards Inc. grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% in the 3rd quarter. Benjamin Edwards Inc. now owns 15,324 shares of the company’s stock valued at $996,000 after purchasing an additional 160 shares during the period. Lakeridge Wealth Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% during the 3rd quarter. Lakeridge Wealth Management LLC now owns 18,452 shares of the company’s stock worth $1,199,000 after purchasing an additional 194 shares during the period. Mattson Financial Services LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% during the 3rd quarter. Mattson Financial Services LLC now owns 42,468 shares of the company’s stock worth $2,760,000 after purchasing an additional 224 shares during the period. BCGM Wealth Management LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.7% in the 3rd quarter. BCGM Wealth Management LLC now owns 6,510 shares of the company’s stock worth $423,000 after buying an additional 291 shares during the last quarter. Finally, Ulland Investment Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% in the 3rd quarter. Ulland Investment Advisors LLC now owns 2,370 shares of the company’s stock worth $154,000 after buying an additional 300 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $64.28 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $67.60. The firm has a 50-day moving average of $66.48 and a 200 day moving average of $65.89. The firm has a market cap of $3.63 billion, a P/E ratio of 25.99 and a beta of 0.58.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

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.