Advisory Services Network LLC Has $13.23 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Advisory Services Network LLC decreased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 203,490 shares of the company’s stock after selling 11,898 shares during the quarter. Advisory Services Network LLC owned 0.37% of JPMorgan Hedged Equity Laddered Overlay ETF worth $13,227,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. First Horizon Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $48,000. Larson Financial Group LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth approximately $58,000. Root Financial Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $78,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth about $104,000. Finally, Bank of Montreal Can boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% in the second quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock worth $119,000 after acquiring an additional 1,885 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $65.47 on Wednesday. The company has a market cap of $3.70 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $67.60. The firm has a 50-day moving average of $66.62 and a 200-day moving average of $65.89.

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.