Core Wealth Partners LLC Invests $505,000 in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Core Wealth Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 7,602 shares of the company’s stock, valued at approximately $505,000.

Several other institutional investors also recently modified their holdings of HELO. Gilpin Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $34,000. High Note Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $41,000. Larson Financial Group LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $58,000. Hantz Financial Services Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $60,000. Finally, Godfrey Financial Associates Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $67.63 on Thursday. The company’s 50 day simple moving average is $67.30 and its 200 day simple moving average is $66.58. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $61.72 and a fifty-two week high of $68.28. The firm has a market capitalization of $4.02 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57.

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.