Axis Wealth Partners LLC Takes $348,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Axis Wealth Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 5,605 shares of the company’s stock, valued at approximately $348,000. Axis Wealth Partners LLC owned approximately 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. CAP Partners LLC grew its stake in shares of 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 buying an additional 257 shares in the last quarter. BCGM Wealth Management LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the 4th quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock worth $361,000 after buying an additional 278 shares during the last quarter. John W. Brooker & Co. CPAs lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock worth $1,136,000 after buying an additional 279 shares during the last quarter. Sanctuary Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after buying an additional 356 shares during the last quarter. Finally, Truist Financial Corp lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after buying an additional 384 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $61.36 on Friday. The company has a market capitalization of $2.78 billion, a price-to-earnings ratio of 26.59 and a beta of 0.56. The business has a 50-day moving average of $62.59 and a two-hundred day moving average of $61.94. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81.

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.