Ameritas Advisory Services LLC Purchases 35,250 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Ameritas Advisory Services LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 106.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 68,450 shares of the company’s stock after purchasing an additional 35,250 shares during the period. Ameritas Advisory Services LLC owned 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,449,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. CENTRAL TRUST Co lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.4% during the 3rd quarter. CENTRAL TRUST Co now owns 223,299 shares of the company’s stock worth $14,514,000 after buying an additional 857 shares in the last quarter. Financial Advocates Investment Management increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.7% during the third quarter. Financial Advocates Investment Management now owns 12,294 shares of the company’s stock valued at $799,000 after acquiring an additional 1,382 shares during the last quarter. Atria Investments Inc lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 14.1% during the third quarter. Atria Investments Inc now owns 68,465 shares of the company’s stock worth $4,450,000 after acquiring an additional 8,473 shares during the period. Allegheny Financial Group lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 238.4% during the third quarter. Allegheny Financial Group now owns 39,852 shares of the company’s stock worth $2,590,000 after acquiring an additional 28,075 shares during the period. Finally, Krilogy Financial LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $1,256,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $66.72 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $67.60. The company has a market capitalization of $3.77 billion, a PE ratio of 25.99 and a beta of 0.58. The business has a fifty day moving average price of $66.69 and a two-hundred day moving average price of $65.44.

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.