Crewe Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Crewe Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 151,244 shares of the company’s stock after buying an additional 13,196 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 0.9% of Crewe Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. Crewe Advisors LLC owned 0.27% of JPMorgan Hedged Equity Laddered Overlay ETF worth $10,047,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Bank of America Corp DE lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the 3rd quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after acquiring an additional 375,879 shares during the last quarter. Ameriprise Financial Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $21,635,000. Bank of New York Mellon Corp increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 16.6% in the third quarter. Bank of New York Mellon Corp now owns 1,746,667 shares of the company’s stock worth $113,533,000 after purchasing an additional 248,651 shares during the period. Forvis Mazars Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% in the third quarter. Forvis Mazars Wealth Advisors LLC now owns 2,393,885 shares of the company’s stock worth $155,603,000 after purchasing an additional 230,295 shares during the period. Finally, Tcfg Wealth Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $13,295,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.0%

Shares of HELO opened at $64.13 on Friday. The firm has a fifty day moving average price of $66.01 and a 200-day moving average price of $65.85. The firm has a market capitalization of $3.76 billion, a P/E ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $67.60.

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.