JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Cary Street Partners Investment Advisory LLC

Cary Street Partners Investment Advisory LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12,964.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,355 shares of the company’s stock after purchasing an additional 31,115 shares during the period. Cary Street Partners Investment Advisory LLC owned approximately 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,083,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in HELO. High Note Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $41,000. Larson Financial Group LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $58,000. Hantz Financial Services Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $60,000. Foster Dykema Cabot & Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $104,000. Finally, LRI Investments LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $126,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $67.75 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $60.29 and a one year high of $68.00. The stock has a fifty day moving average of $66.17 and a 200-day moving average of $66.30. The company has a market capitalization of $4.03 billion, a PE ratio of 25.99 and a beta of 0.59.

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.