Atria Investments Inc Buys 8,473 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Atria Investments Inc grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,465 shares of the company’s stock after purchasing an additional 8,473 shares during the quarter. Atria Investments Inc owned approximately 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,450,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. First Horizon Corp bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $48,000. Avion Wealth bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $51,000. Assetmark Inc. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares in the last quarter. Root Financial Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $78,000. Finally, Key Financial Inc bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $96,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $66.57 on Friday. The firm has a 50-day moving average of $66.69 and a 200-day moving average of $65.47. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $67.60. The stock has a market cap of $3.76 billion, a PE 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.