CPC Advisors LLC Lowers Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CPC Advisors LLC trimmed its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 90.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,875 shares of the company’s stock after selling 306,567 shares during the period. CPC Advisors LLC owned about 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,973,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. LPL Financial LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% in the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after purchasing an additional 549,559 shares during the period. Bank of America Corp DE increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock valued at $133,453,000 after buying an additional 375,879 shares during the period. Bank of New York Mellon Corp increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 16.0% during the fourth quarter. Bank of New York Mellon Corp now owns 2,025,861 shares of the company’s stock valued at $134,578,000 after buying an additional 279,194 shares during the period. Wealth Enhancement Advisory Services LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,021,674 shares of the company’s stock worth $135,392,000 after buying an additional 99,012 shares in the last quarter. Finally, Raymond James Financial Inc. raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the fourth quarter. Raymond James Financial Inc. now owns 1,742,174 shares of the company’s stock worth $115,733,000 after buying an additional 365,572 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.92 on Monday. The business has a fifty day moving average of $67.43 and a two-hundred day moving average of $66.60. The firm has a market cap of $4.04 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $61.77 and a twelve month high of $68.28.

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.