Leo Wealth LLC Has $15.67 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Leo Wealth LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 252,620 shares of the company’s stock after buying an additional 16,436 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.4% of Leo Wealth LLC’s portfolio, making the stock its 19th largest position. Leo Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $15,674,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in HELO. CAP Partners LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares during the period. John W. Brooker & Co. CPAs grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the period. Total Clarity Wealth Management Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after purchasing an additional 386 shares in the last quarter. Orrstown Financial Services Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% during the 4th quarter. Orrstown Financial Services Inc. now owns 87,519 shares of the company’s stock worth $5,430,000 after buying an additional 396 shares during the period. Finally, Sprinkle Financial Consultants LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after buying an additional 469 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.11 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.10 and a twelve month high of $63.50. The company has a 50 day moving average of $62.76 and a 200-day moving average of $61.30. The stock has a market capitalization of $683.48 million, a PE ratio of 24.88 and a beta of 0.56.

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.