JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock: Simplicity Wealth LLC Boosts Holdings

Simplicity Wealth LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 36.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,619 shares of the company’s stock after buying an additional 12,021 shares during the quarter. Simplicity Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,086,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in HELO. Forvis Mazars Wealth Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $251,123,000. Bank of America Corp DE raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the 1st quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock worth $154,672,000 after acquiring an additional 206,013 shares during the last quarter. Bank of New York Mellon Corp raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% in the 1st quarter. Bank of New York Mellon Corp now owns 2,229,653 shares of the company’s stock worth $142,497,000 after acquiring an additional 203,792 shares during the last quarter. Cetera Investment Advisers raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% in the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock worth $101,256,000 after acquiring an additional 656,912 shares during the last quarter. Finally, Peterson Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.9% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 769,019 shares of the company’s stock worth $53,193,000 after acquiring an additional 36,083 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO opened at $68.83 on Monday. The stock has a 50-day moving average of $69.44 and a two-hundred day moving average of $68.33. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $63.24 and a one year high of $70.23. The stock has a market cap of $4.85 billion, a P/E ratio of 25.99 and a beta of 0.56.

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.