Sprinkle Financial Consultants LLC Purchases 18,749 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Sprinkle Financial Consultants LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,333 shares of the company’s stock after acquiring an additional 18,749 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 3.2% of Sprinkle Financial Consultants LLC’s investment portfolio, making the stock its 9th biggest position. Sprinkle Financial Consultants LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $8,132,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. LPL Financial LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the fourth quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock valued at $211,882,000 after acquiring an additional 549,559 shares during the period. Bank of America Corp DE increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the first quarter. Bank of America Corp DE now owns 2,420,158 shares of the company’s stock worth $154,672,000 after purchasing an additional 206,013 shares during the period. Bank of New York Mellon Corp lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% during 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 purchasing an additional 203,792 shares during the last quarter. Raymond James Financial Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 4th quarter. Raymond James Financial Inc. now owns 1,742,174 shares of the company’s stock worth $115,733,000 after purchasing an additional 365,572 shares during the last quarter. Finally, Cetera Investment Advisers boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 70.8% during the 1st quarter. Cetera Investment Advisers now owns 1,584,346 shares of the company’s stock valued at $101,256,000 after purchasing an additional 656,912 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

Shares of NYSEARCA:HELO opened at $69.86 on Friday. The company has a market cap of $4.72 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The business has a 50 day moving average price of $67.90 and a 200 day moving average price of $66.96. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $69.93.

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.