Cary Street Partners Financial LLC trimmed its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 16.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 241,787 shares of the company’s stock after selling 49,188 shares during the period. Cary Street Partners Financial LLC owned 0.43% of JPMorgan Hedged Equity Laddered Overlay ETF worth $16,062,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $41,000. Larson Financial Group LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $58,000. Hantz Financial Services Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $60,000. Foster Dykema Cabot & Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $104,000. Finally, LRI Investments LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $126,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
NYSEARCA HELO opened at $67.75 on Tuesday. The stock has a market capitalization of $4.03 billion, a P/E ratio of 25.99 and a beta of 0.59. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $60.29 and a 52-week high of $68.00. The firm has a 50-day moving average price of $66.17 and a 200 day moving average price of $66.30.
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.
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