Interchange Capital Partners LLC Buys Shares of 9,947 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Interchange Capital Partners LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund bought 9,947 shares of the company’s stock, valued at approximately $617,000. Interchange Capital Partners LLC owned about 0.09% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Harbour Investments Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after buying an additional 206 shares during the last quarter. Assetmark Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $45,000. Lowe Wealth Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after purchasing an additional 675 shares during the last quarter. Steward Partners Investment Advisory LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after purchasing an additional 1,670 shares during the last quarter. Finally, Whipplewood Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.1 %

Shares of HELO opened at $60.36 on Monday. The stock has a fifty day simple moving average of $62.22 and a two-hundred day simple moving average of $61.99. The company has a market capitalization of $2.75 billion, a PE ratio of 25.69 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.24 and a 52-week 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.