Brookstone Capital Management Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Brookstone Capital Management boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 22.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 240,598 shares of the company’s stock after buying an additional 44,712 shares during the quarter. Brookstone Capital Management owned approximately 0.44% of JPMorgan Hedged Equity Laddered Overlay ETF worth $15,983,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in HELO. First Horizon Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $48,000. Larson Financial Group LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $58,000. Root Financial Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $78,000. Foster Dykema Cabot & Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $104,000. Finally, Ulland Investment Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the 3rd quarter. Ulland Investment Advisors LLC now owns 2,370 shares of the company’s stock valued at $154,000 after acquiring an additional 300 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1%

NYSEARCA:HELO opened at $63.33 on Tuesday. The firm has a market capitalization of $3.57 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $67.60. The business’s fifty day moving average price is $66.14 and its 200 day moving average price is $65.88.

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.