Dakota Wealth Management Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Dakota Wealth Management purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,961 shares of the company’s stock, valued at approximately $529,000.

A number of other large investors have also modified their holdings of the stock. Osaic Holdings Inc. boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.1% in the second quarter. Osaic Holdings Inc. now owns 3,008,402 shares of the company’s stock valued at $188,270,000 after purchasing an additional 31,657 shares during the period. Envestnet Asset Management Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.8% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,766,966 shares of the company’s stock worth $179,853,000 after purchasing an additional 200,643 shares during the period. Forvis Mazars Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% during the 3rd quarter. Forvis Mazars Wealth Advisors LLC now owns 2,393,885 shares of the company’s stock worth $155,603,000 after purchasing an additional 230,295 shares during the period. Bank of America Corp DE raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% in the 3rd quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock valued at $133,453,000 after purchasing an additional 375,879 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 2,021,674 shares of the company’s stock valued at $135,392,000 after purchasing an additional 99,012 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO opened at $63.33 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.60. The stock has a market capitalization of $3.57 billion, a PE ratio of 25.99 and a beta of 0.58. The stock has a 50-day simple moving average of $66.14 and a 200-day simple moving average of $65.88.

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.