Flagship Harbor Advisors LLC Trims Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Flagship Harbor Advisors LLC lowered its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 120,931 shares of the company’s stock after selling 12,001 shares during the period. Flagship Harbor Advisors LLC owned about 0.22% of JPMorgan Hedged Equity Laddered Overlay ETF worth $8,033,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Brookstone Capital Management raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.8% during the 4th quarter. Brookstone Capital Management now owns 240,598 shares of the company’s stock valued at $15,983,000 after buying an additional 44,712 shares during the last quarter. Ameritas Advisory Services LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.2% during the 3rd quarter. Ameritas Advisory Services LLC now owns 68,450 shares of the company’s stock valued at $4,449,000 after buying an additional 35,250 shares during the last quarter. Aspire Capital Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 4th quarter. Aspire Capital Advisors LLC now owns 194,718 shares of the company’s stock valued at $12,935,000 after buying an additional 8,546 shares during the last quarter. Leo Wealth LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $17,065,000. Finally, Crewe Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.6% during the 4th quarter. Crewe Advisors LLC now owns 151,244 shares of the company’s stock valued at $10,047,000 after buying an additional 13,196 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $64.27 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $67.60. The stock has a 50-day simple moving average of $65.91 and a two-hundred day simple moving average of $65.85. The firm has a market capitalization of $3.77 billion, a P/E 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.