Sprinkle Financial Consultants LLC Has $6.49 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Sprinkle Financial Consultants LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 40.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 101,584 shares of the company’s stock after buying an additional 29,204 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises 3.0% of Sprinkle Financial Consultants LLC’s portfolio, making the stock its 9th largest holding. Sprinkle Financial Consultants LLC owned 0.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,492,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Gilpin Wealth Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $34,000. High Note Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $41,000. Larson Financial Group LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $58,000. Godfrey Financial Associates Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $60,000. Finally, Hantz Financial Services Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $67.92 on Monday. The company has a market capitalization of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. The business’s fifty day moving average is $67.43 and its 200 day moving average is $66.60. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $61.77 and a fifty-two week 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.