Triad Wealth Partners LLC Has $17.94 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Triad Wealth Partners LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 54.1% in the first quarter, Holdings Channel reports. The firm owned 280,770 shares of the company’s stock after buying an additional 98,552 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.4% of Triad Wealth Partners LLC’s investment portfolio, making the stock its 16th largest holding. Triad Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $17,944,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Gilpin Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $34,000. High Note Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $41,000. Godfrey Financial Associates Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $60,000. Larson Financial Group LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $58,000. Finally, Hantz Financial Services Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $60,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $67.92 on Friday. The company has a market cap of $4.04 billion, a PE ratio of 25.99 and a beta of 0.57. The stock has a 50-day moving average of $67.43 and a 200-day moving average of $66.60. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $61.77 and a 52-week high of $68.28.

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.