JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Bought by Lowe Wealth Advisors LLC

Lowe Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 81.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,501 shares of the company’s stock after purchasing an additional 675 shares during the period. Lowe Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $93,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in HELO. Sugarloaf Wealth Management LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 8.7% in the 4th quarter. Sugarloaf Wealth Management LLC now owns 208,650 shares of the company’s stock valued at $12,945,000 after acquiring an additional 16,655 shares during the period. HBW Advisory Services LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 28.1% during the 4th quarter. HBW Advisory Services LLC now owns 35,032 shares of the company’s stock worth $2,173,000 after purchasing an additional 7,690 shares during the last quarter. Penney Financial LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 11.2% during the 3rd quarter. Penney Financial LLC now owns 54,927 shares of the company’s stock worth $3,358,000 after buying an additional 5,530 shares in the last quarter. SK Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $16,732,000. Finally, JPMorgan Chase & Co. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the third quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock valued at $20,987,000 after acquiring an additional 89,742 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO traded down $0.70 during trading on Friday, reaching $61.64. The stock had a trading volume of 286,310 shares, compared to its average volume of 509,982. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.88 and a 1-year high of $63.42. The stock has a market cap of $667.56 million, a PE ratio of 24.88 and a beta of 0.56. The business has a fifty day moving average price of $62.66 and a 200-day moving average price of $60.77.

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.