Riggs Capital Management LLC Buys Shares of 5,186 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Riggs Capital Management LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 5,186 shares of the company’s stock, valued at approximately $322,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in HELO. Harbour Investments Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after purchasing an additional 206 shares during the last quarter. Assetmark Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $45,000. Lowe Wealth Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after acquiring an additional 675 shares in the last quarter. Steward Partners Investment Advisory LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after acquiring an additional 1,670 shares during the last quarter. Finally, Whipplewood Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.2 %

Shares of HELO stock opened at $59.58 on Monday. The business’s 50-day moving average price is $62.04 and its 200-day moving average price is $62.04. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81. The firm has a market capitalization of $2.71 billion, a price-to-earnings ratio of 25.69 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Increases Dividend

The firm also recently announced a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were issued a dividend of $0.088 per share. This is a positive change from JPMorgan Hedged Equity Laddered Overlay ETF’s previous dividend of $0.08. The ex-dividend date of this dividend was Tuesday, March 25th.

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.