Nvwm LLC Acquires New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Nvwm LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 14,110 shares of the company’s stock, valued at approximately $875,000. Nvwm LLC owned 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Stratos Wealth Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 73.1% in the fourth quarter. Stratos Wealth Advisors LLC now owns 26,917 shares of the company’s stock worth $1,670,000 after buying an additional 11,368 shares during the last quarter. Stratos Wealth Partners LTD. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% during the 4th quarter. Stratos Wealth Partners LTD. now owns 29,889 shares of the company’s stock worth $1,854,000 after acquiring an additional 5,348 shares during the last quarter. HTG Investment Advisors Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $931,000. Stephens Consulting LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 11.3% in the 4th quarter. Stephens Consulting LLC now owns 85,271 shares of the company’s stock worth $5,290,000 after purchasing an additional 8,657 shares in the last quarter. Finally, Pennsylvania Capital Management Inc. ADV raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 321.8% in the 4th quarter. Pennsylvania Capital Management Inc. ADV now owns 95,233 shares of the company’s stock worth $5,908,000 after purchasing an additional 72,654 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $62.80 on Wednesday. The business’s fifty day moving average is $62.77 and its 200 day moving average is $61.26. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.10 and a fifty-two week high of $63.50. The company has a market capitalization of $680.12 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.