Brookstone Capital Management Purchases 71,967 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Brookstone Capital Management lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 58.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 195,886 shares of the company’s stock after acquiring an additional 71,967 shares during the quarter. Brookstone Capital Management owned approximately 0.37% of JPMorgan Hedged Equity Laddered Overlay ETF worth $12,733,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of HELO. ORG Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $30,000. Avion Wealth acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $51,000. Assetmark Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the second quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares during the last quarter. Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $64,000. Finally, Parallel Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after acquiring an additional 694 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3%

HELO opened at $67.05 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $67.08. The stock has a market capitalization of $3.65 billion, a PE ratio of 25.99 and a beta of 0.58. The firm has a 50-day moving average price of $65.78 and a two-hundred day moving average price of $64.41.

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.