Marshall & Sterling Wealth Advisors Inc. Has $4.08 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Marshall & Sterling Wealth Advisors Inc. boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 339.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 61,437 shares of the company’s stock after purchasing an additional 47,461 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 2.7% of Marshall & Sterling Wealth Advisors Inc.’s investment portfolio, making the stock its 12th biggest position. Marshall & Sterling Wealth Advisors Inc. owned approximately 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,081,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brookstone Capital Management grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the 4th quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock worth $15,983,000 after acquiring an additional 44,712 shares during the period. Ameritas Advisory Services LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the 3rd quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock worth $4,449,000 after acquiring an additional 35,250 shares during the period. Aspire Capital Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock worth $12,935,000 after acquiring an additional 8,546 shares during the period. Leo Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $17,065,000. Finally, Crewe Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 9.6% during the 4th quarter. Crewe Advisors LLC now owns 151,244 shares of the company’s stock worth $10,047,000 after acquiring an additional 13,196 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.0%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.98 on Friday. The business has a 50-day moving average price of $66.33 and a two-hundred day moving average price of $66.36. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $60.78 and a 1-year high of $68.00. The company has a market cap of $4.04 billion, a P/E ratio of 25.99 and a beta of 0.59.

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.