Paladin Wealth LLC Sells 12,852 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Paladin Wealth LLC lowered its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 28.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 32,258 shares of the company’s stock after selling 12,852 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.7% of Paladin Wealth LLC’s portfolio, making the stock its 16th biggest position. Paladin Wealth LLC owned 0.30% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,001,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Comprehensive Financial Planning Inc. PA bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $269,000. Kestra Private Wealth Services LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 178.1% in the fourth quarter. Kestra Private Wealth Services LLC now owns 141,439 shares of the company’s stock valued at $8,775,000 after acquiring an additional 90,585 shares during the period. Apollon Wealth Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 187.4% during the fourth quarter. Apollon Wealth Management LLC now owns 58,151 shares of the company’s stock valued at $3,608,000 after acquiring an additional 37,916 shares during the last quarter. Fairvoy Private Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $518,000. Finally, Strategic Financial Concepts LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after purchasing an additional 2,010,101 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $63.03 on Tuesday. The stock’s 50-day moving average is $62.76 and its 200 day moving average is $61.37. The company has a market cap of $682.61 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.10 and a 1 year 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.