JPMorgan Hedged Equity Laddered Overlay ETF $HELO Holdings Boosted by CPC Advisors LLC

CPC Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 337,442 shares of the company’s stock after buying an additional 13,308 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 2.3% of CPC Advisors LLC’s holdings, making the stock its 10th biggest position. CPC Advisors LLC owned approximately 0.60% of JPMorgan Hedged Equity Laddered Overlay ETF worth $22,416,000 at the end of the most recent reporting period.

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

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $66.86 on Wednesday. The firm’s fifty day moving average price is $65.71 and its 200 day moving average price is $65.94. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $57.81 and a 1-year high of $67.60. The firm has a market cap of $3.95 billion, a price-to-earnings ratio of 25.99 and a beta of 0.60.

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.