JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by BLVD Private Wealth LLC

BLVD Private Wealth LLC reduced its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 78.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,589 shares of the company’s stock after selling 27,885 shares during the quarter. BLVD Private Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $493,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Sequoia Financial Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $1,223,000. WealthPLAN Partners LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.5% during the third quarter. WealthPLAN Partners LLC now owns 115,880 shares of the company’s stock worth $7,532,000 after purchasing an additional 2,815 shares during the period. WealthPlan Investment Management LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 11.3% in the third quarter. WealthPlan Investment Management LLC now owns 231,545 shares of the company’s stock valued at $15,050,000 after acquiring an additional 23,436 shares during the last quarter. Plan Group Financial LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.9% during the 3rd quarter. Plan Group Financial LLC now owns 16,217 shares of the company’s stock worth $1,054,000 after purchasing an additional 1,977 shares during the period. Finally, Family Capital Management Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.6% during the third quarter. Family Capital Management Inc. now owns 16,134 shares of the company’s stock valued at $1,049,000 after acquiring an additional 1,810 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.0%

NYSEARCA:HELO opened at $66.74 on Friday. The stock’s fifty day moving average is $66.21 and its two-hundred day moving average is $64.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $67.18. The stock has a market capitalization of $3.68 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58.

JPMorgan Hedged Equity Laddered Overlay ETF 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.