Apollon Wealth Management LLC Lowers Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Apollon Wealth Management LLC trimmed its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 52.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,844 shares of the company’s stock after selling 28,036 shares during the period. Apollon Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,717,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in HELO. Jane Street Group LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% in the 1st quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock valued at $4,822,000 after purchasing an additional 9,713 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 2nd quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock valued at $4,574,000 after purchasing an additional 23,263 shares in the last quarter. Raymond James Financial Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after purchasing an additional 140,094 shares in the last quarter. NCM Capital Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% in the 2nd quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock valued at $1,252,000 after purchasing an additional 4,654 shares in the last quarter. Finally, Bank of America Corp DE raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% in the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock valued at $104,962,000 after purchasing an additional 334,184 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $65.94 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $57.45 and a one year high of $67.60. The firm has a market cap of $3.89 billion, a P/E ratio of 25.99 and a beta of 0.60. The firm has a 50-day simple moving average of $65.72 and a 200-day simple moving average of $65.86.

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.