Aspire Capital Advisors LLC Acquires 8,546 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Aspire Capital Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 194,718 shares of the company’s stock after purchasing an additional 8,546 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 3.0% of Aspire Capital Advisors LLC’s portfolio, making the stock its 9th largest holding. Aspire Capital Advisors LLC owned 0.35% of JPMorgan Hedged Equity Laddered Overlay ETF worth $12,935,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Bank of America Corp DE increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after acquiring an additional 375,879 shares during the last quarter. Ameriprise Financial Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at approximately $21,635,000. Bank of New York Mellon Corp raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.6% during the third quarter. Bank of New York Mellon Corp now owns 1,746,667 shares of the company’s stock worth $113,533,000 after purchasing an additional 248,651 shares during the period. Forvis Mazars Wealth Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% during the third quarter. Forvis Mazars Wealth Advisors LLC now owns 2,393,885 shares of the company’s stock worth $155,603,000 after acquiring an additional 230,295 shares during the period. Finally, Tcfg Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $13,295,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $64.13 on Friday. The stock has a market capitalization of $3.76 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. The stock’s fifty day moving average is $66.01 and its two-hundred day moving average is $65.85. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.60.

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.