JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Stock Holdings Lifted by Echo Wealth Management LLC

Echo Wealth Management LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,839 shares of the company’s stock after acquiring an additional 3,670 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 2.4% of Echo Wealth Management LLC’s portfolio, making the stock its 12th largest holding. Echo Wealth Management LLC owned 0.52% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,464,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. CAP Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after purchasing an additional 257 shares in the last quarter. Lowe Wealth Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after buying an additional 372 shares during the period. Summit Wealth Partners LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after buying an additional 432 shares in the last quarter. Sprinkle Financial Consultants LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the 3rd quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after acquiring an additional 469 shares in the last quarter. Finally, Centaurus Financial Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after acquiring an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $63.35 on Friday. The business’s 50-day moving average is $62.72 and its 200-day moving average is $61.07. The company has a market capitalization of $686.08 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $53.60 and a fifty-two week high of $63.50.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.