Alaska Permanent Capital Management LLC Buys 10,693 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Alaska Permanent Capital Management LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 122,243 shares of the company’s stock after purchasing an additional 10,693 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 0.5% of Alaska Permanent Capital Management LLC’s portfolio, making the stock its 19th biggest position. Alaska Permanent Capital Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $7,822,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in HELO. Pinnacle Bancorp Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth about $29,000. HHM Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth $31,000. Gilpin Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $34,000. High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $41,000. Finally, Godfrey Financial Associates Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $67.59 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $62.58 and a 1 year high of $68.28. The company has a market cap of $3.91 billion, a P/E ratio of 25.99 and a beta of 0.57. The firm has a 50-day moving average of $67.58 and a 200 day moving average of $66.66.

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.