Dynasty Wealth Management LLC Sells 586,335 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Dynasty Wealth Management LLC lessened its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 98.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,686 shares of the company’s stock after selling 586,335 shares during the period. Dynasty Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $435,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of HELO. Jane Street Group LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after buying an additional 9,713 shares during the period. Parallel Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the second 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 period. AdvisorNet Financial Inc lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.8% in the second quarter. AdvisorNet Financial Inc now owns 6,932 shares of the company’s stock worth $434,000 after acquiring an additional 2,209 shares during the period. Axis Wealth Partners LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 19.8% in the second quarter. Axis Wealth Partners LLC now owns 7,481 shares of the company’s stock valued at $468,000 after acquiring an additional 1,237 shares during the last quarter. Finally, Legacy Financial Group LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the 2nd quarter. Legacy Financial Group LLC now owns 976,253 shares of the company’s stock valued at $61,094,000 after purchasing an additional 60,450 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $66.20 on Thursday. The firm has a market cap of $3.68 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $67.18. The firm has a 50 day moving average price of $66.23 and a two-hundred day moving average price of $65.02.

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.