Capital Investment Advisory Services LLC Increases Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Capital Investment Advisory Services LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 107.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 44,368 shares of the company’s stock after acquiring an additional 23,032 shares during the period. Capital Investment Advisory Services LLC owned about 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,947,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in HELO. First Horizon Corp purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $48,000. Larson Financial Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $58,000. Root Financial Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $78,000. Foster Dykema Cabot & Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $104,000. Finally, Ulland Investment Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the 3rd quarter. Ulland Investment Advisors LLC now owns 2,370 shares of the company’s stock worth $154,000 after acquiring an additional 300 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $65.12 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.42 and a fifty-two week high of $67.60. The business’s 50 day moving average price is $65.81 and its two-hundred day moving average price is $65.84. The company has a market capitalization of $3.83 billion, a price-to-earnings ratio of 25.99 and a beta of 0.60.

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.