Cooper Financial Group Has $5.65 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Cooper Financial Group cut its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 17.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,998 shares of the company’s stock after selling 17,425 shares during the period. Cooper Financial Group owned approximately 0.16% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,646,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Lakeridge Wealth Management LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.2% in the fourth quarter. Lakeridge Wealth Management LLC now owns 20,891 shares of the company’s stock worth $1,388,000 after purchasing an additional 2,439 shares during the period. Ehrlich Financial Group lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 23.9% during the fourth quarter. Ehrlich Financial Group now owns 8,815 shares of the company’s stock worth $586,000 after purchasing an additional 1,703 shares during the period. Grant Private Wealth Management Inc grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the fourth quarter. Grant Private Wealth Management Inc now owns 38,344 shares of the company’s stock worth $2,547,000 after buying an additional 1,517 shares in the last quarter. IFP Advisors Inc grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 11.9% during the third quarter. IFP Advisors Inc now owns 26,251 shares of the company’s stock worth $1,706,000 after buying an additional 2,800 shares in the last quarter. Finally, Tcfg Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $205,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.7%

Shares of NYSEARCA:HELO opened at $64.28 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $67.60. The firm has a 50 day moving average of $66.48 and a 200-day moving average of $65.89. The stock has a market capitalization of $3.63 billion, a PE ratio of 25.99 and a beta of 0.58.

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.