Daymark Wealth Partners LLC Has $7.38 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Daymark Wealth Partners LLC lowered its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 27.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 111,019 shares of the company’s stock after selling 42,667 shares during the period. Daymark Wealth Partners LLC owned about 0.20% of JPMorgan Hedged Equity Laddered Overlay ETF worth $7,375,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in HELO. Benjamin Edwards Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% during the 3rd quarter. Benjamin Edwards Inc. now owns 15,324 shares of the company’s stock worth $996,000 after buying an additional 160 shares in the last quarter. Lakeridge Wealth Management LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% in the 3rd quarter. Lakeridge Wealth Management LLC now owns 18,452 shares of the company’s stock valued at $1,199,000 after acquiring an additional 194 shares in the last quarter. Mattson Financial Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% in the 3rd quarter. Mattson Financial Services LLC now owns 42,468 shares of the company’s stock valued at $2,760,000 after acquiring an additional 224 shares in the last quarter. BCGM Wealth Management LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.7% in the third quarter. BCGM Wealth Management LLC now owns 6,510 shares of the company’s stock valued at $423,000 after acquiring an additional 291 shares during the last quarter. Finally, Ulland Investment Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% in the third quarter. Ulland Investment Advisors LLC now owns 2,370 shares of the company’s stock valued at $154,000 after acquiring an additional 300 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $64.40 on Wednesday. The business’s 50-day simple moving average is $66.38 and its 200 day simple moving average is $65.90. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $67.60. The firm has a market capitalization of $3.64 billion, a PE ratio of 25.99 and a beta of 0.58.

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.