JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Lessened by Integrity Investment Advisors LLC

Integrity Investment Advisors LLC reduced its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 74.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 16,700 shares of the company’s stock after selling 48,135 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 0.6% of Integrity Investment Advisors LLC’s portfolio, making the stock its 29th largest holding. Integrity Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,109,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Commonwealth Equity Services LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% in the 4th quarter. Commonwealth Equity Services LLC now owns 696,926 shares of the company’s stock valued at $46,297,000 after purchasing an additional 66,926 shares during the last quarter. Ankerstar Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $510,000. Steward Partners Investment Advisory LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 15.0% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 16,352 shares of the company’s stock valued at $1,086,000 after purchasing an additional 2,127 shares during the last quarter. Bradley Foster & Sargent Inc. CT lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 2.1% in the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 75,269 shares of the company’s stock valued at $5,000,000 after purchasing an additional 1,559 shares during the last quarter. Finally, Betterment LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $205,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

Shares of NYSEARCA:HELO opened at $67.35 on Friday. The company has a market cap of $4.00 billion, a PE ratio of 25.99 and a beta of 0.57. The company’s 50-day moving average price is $67.08 and its 200 day moving average price is $66.53. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $61.72 and a fifty-two week high of $68.22.

JPMorgan Hedged Equity Laddered Overlay ETF 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.