JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 134.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,522 shares of the company’s stock after buying an additional 18,080 shares during the quarter. Prime Capital Investment Advisors LLC owned about 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,049,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. First Horizon Corp bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $48,000. Avion Wealth acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at $51,000. Assetmark Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after purchasing an additional 175 shares during the period. Root Financial Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $78,000. Finally, Harbor Asset Planning Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 1.3%

Shares of HELO stock opened at $67.16 on Friday. The stock has a 50-day simple moving average of $66.61 and a 200 day simple moving average of $65.35. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $67.35. The stock has a market capitalization of $3.79 billion, a P/E ratio of 25.99 and a beta of 0.58.

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.