DeDora Capital Inc. Acquires 14,530 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

DeDora Capital Inc. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 26.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 69,291 shares of the company’s stock after purchasing an additional 14,530 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.1% of DeDora Capital Inc.’s portfolio, making the stock its 27th biggest position. DeDora Capital Inc. owned 0.12% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,603,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Fiduciary Alliance LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.5% in the 4th quarter. Fiduciary Alliance LLC now owns 90,235 shares of the company’s stock valued at $5,994,000 after purchasing an additional 10,046 shares in the last quarter. Campbell Deegan Wealth Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the 4th quarter. Campbell Deegan Wealth Management LLC now owns 253,813 shares of the company’s stock worth $16,861,000 after acquiring an additional 22,729 shares in the last quarter. Capital Investment Advisory Services LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 107.9% during the 4th quarter. Capital Investment Advisory Services LLC now owns 44,368 shares of the company’s stock worth $2,947,000 after acquiring an additional 23,032 shares in the last quarter. Penney Financial LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% during the 4th quarter. Penney Financial LLC now owns 63,799 shares of the company’s stock worth $4,238,000 after acquiring an additional 2,638 shares in the last quarter. Finally, Palumbo Wealth Management LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $5,561,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.6%

NYSEARCA HELO opened at $65.50 on Friday. The firm has a market cap of $3.85 billion, a PE ratio of 25.99 and a beta of 0.60. The company has a 50 day moving average price of $65.78 and a 200 day moving average price of $65.84. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $57.11 and a 52 week high of $67.60.

JPMorgan Hedged Equity Laddered Overlay ETF 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.