Prime Capital Investment Advisors LLC Lowers Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Prime Capital Investment Advisors LLC cut its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 52.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,917 shares of the company’s stock after selling 16,605 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $991,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of HELO. Bank of America Corp DE lifted its stake 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 worth $133,453,000 after purchasing an additional 375,879 shares in the last quarter. Ameriprise Financial Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $21,635,000. Leo Wealth LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $17,065,000. Bank of New York Mellon Corp lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 16.6% in the 3rd 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 in the last quarter. Finally, Forvis Mazars Wealth Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% in 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 in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $65.44 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $57.45 and a 1 year high of $67.60. The stock has a market capitalization of $3.86 billion, a PE ratio of 25.99 and a beta of 0.60. The company’s 50 day simple moving average is $65.75 and its two-hundred day simple moving average is $65.85.

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.