Retirement Guys Formula LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Retirement Guys Formula LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 48,338 shares of the company’s stock, valued at approximately $2,999,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 1.5% of Retirement Guys Formula LLC’s holdings, making the stock its 11th largest holding. Retirement Guys Formula LLC owned 0.45% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. CAP Partners LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 29.8% during the 4th quarter. CAP Partners LLC now owns 6,056 shares of the company’s stock valued at $376,000 after buying an additional 1,390 shares during the period. New Republic Capital LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $240,000. JSF Financial LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 152.9% during the 4th quarter. JSF Financial LLC now owns 8,303 shares of the company’s stock valued at $515,000 after acquiring an additional 5,020 shares in the last quarter. Focus Financial Network Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 38.2% during the 4th quarter. Focus Financial Network Inc. now owns 18,494 shares of the company’s stock valued at $1,147,000 after acquiring an additional 5,115 shares in the last quarter. Finally, Comprehensive Financial Planning Inc. PA acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $269,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $63.03 on Wednesday. The firm has a market capitalization of $682.61 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The firm’s fifty day simple moving average is $62.75 and its 200 day simple moving average is $61.41. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.10 and a twelve month high of $63.50.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.