MAI Capital Management Purchases 17,492 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

MAI Capital Management boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 34.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,228 shares of the company’s stock after purchasing an additional 17,492 shares during the period. MAI Capital Management’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,435,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of HELO. Longview Financial Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.6% in the third quarter. Longview Financial Advisors LLC now owns 229,849 shares of the company’s stock worth $14,940,000 after buying an additional 20,214 shares during the period. Cary Street Partners Financial LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.1% during the 3rd quarter. Cary Street Partners Financial LLC now owns 290,975 shares of the company’s stock valued at $18,913,000 after acquiring an additional 21,788 shares during the period. Cozad Asset Management Inc. grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.0% in the 3rd quarter. Cozad Asset Management Inc. now owns 15,143 shares of the company’s stock valued at $984,000 after acquiring an additional 987 shares during the last quarter. Clearstead Trust LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 215.3% in the third quarter. Clearstead Trust LLC now owns 6,657 shares of the company’s stock worth $433,000 after purchasing an additional 4,546 shares during the period. Finally, Curtis Advisory Group LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the third quarter. Curtis Advisory Group LLC now owns 145,217 shares of the company’s stock worth $9,439,000 after purchasing an additional 2,162 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.4%

Shares of HELO opened at $66.91 on Friday. The firm has a market capitalization of $3.78 billion, a P/E ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $67.60. The firm has a fifty day moving average price of $66.81 and a 200-day moving average price of $65.68.

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.