JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Cetera Investment Advisers

Cetera Investment Advisers increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 70.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,584,346 shares of the company’s stock after acquiring an additional 656,912 shares during the period. Cetera Investment Advisers owned approximately 2.67% of JPMorgan Hedged Equity Laddered Overlay ETF worth $101,256,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HELO. Harbor Asset Planning Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% in the 1st quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock valued at $109,000 after acquiring an additional 152 shares during the last quarter. Marks Group Wealth Management Inc lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% during the fourth quarter. Marks Group Wealth Management Inc now owns 6,006 shares of the company’s stock valued at $399,000 after purchasing an additional 167 shares during the period. CAP Partners LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the first quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock valued at $554,000 after purchasing an additional 190 shares during the period. Cornerstone Wealth Management LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the fourth quarter. Cornerstone Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $280,000 after purchasing an additional 200 shares during the last quarter. Finally, N.E.W. Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12.2% during the 4th quarter. N.E.W. Advisory Services LLC now owns 1,963 shares of the company’s stock worth $130,000 after purchasing an additional 213 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.8%

Shares of HELO stock opened at $67.55 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $62.64 and a twelve month high of $68.40. The stock has a market cap of $4.51 billion, a P/E ratio of 25.99 and a beta of 0.57. The stock has a 50 day moving average of $67.73 and a 200 day moving average of $66.83.

JPMorgan Hedged Equity Laddered Overlay ETF 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.