Dakota Wealth Management Acquires Shares of 7,961 JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Dakota Wealth Management acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 7,961 shares of the company’s stock, valued at approximately $529,000.

Several other institutional investors have also modified their holdings of HELO. CoreCap Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 14.6% in the fourth quarter. CoreCap Advisors LLC now owns 5,261 shares of the company’s stock valued at $349,000 after buying an additional 670 shares in the last quarter. DAVENPORT & Co LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.1% during the 4th quarter. DAVENPORT & Co LLC now owns 38,395 shares of the company’s stock worth $2,551,000 after acquiring an additional 2,212 shares in the last quarter. Focus Financial Network Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $251,000. Peterson Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.6% in the 4th quarter. Peterson Wealth Advisors LLC now owns 684,554 shares of the company’s stock valued at $45,475,000 after acquiring an additional 54,301 shares during the last quarter. Finally, Breakwater Capital Group increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.4% in the 4th quarter. Breakwater Capital Group now owns 14,961 shares of the company’s stock valued at $994,000 after acquiring an additional 631 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $63.33 on Tuesday. The firm has a market capitalization of $3.57 billion, a PE ratio of 25.99 and a beta of 0.58. 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 stock’s 50-day simple moving average is $66.14 and its 200-day simple moving average is $65.88.

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.