Corient Private Wealth LLC Makes New $915,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Corient Private Wealth LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 13,768 shares of the company’s stock, valued at approximately $915,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in HELO. Taylor Securities Services Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $49,730,000. LPL Financial LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after buying an additional 549,559 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the 3rd quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after buying an additional 375,879 shares during the last quarter. Raymond James Financial Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 4th 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 during the last quarter. Finally, Ameriprise Financial Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at approximately $21,635,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $67.59 on Friday. The stock has a market capitalization of $3.91 billion, a PE ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $62.64 and a one year high of $68.28. The business’s 50 day moving average price is $67.60 and its 200 day moving average price is $66.67.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.