JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Bought by Pine Valley Investments Ltd Liability Co

Pine Valley Investments Ltd Liability Co lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 11.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 115,310 shares of the company’s stock after buying an additional 12,189 shares during the quarter. Pine Valley Investments Ltd Liability Co owned approximately 1.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $7,154,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Lowe Wealth Advisors LLC grew its holdings in 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 worth $93,000 after acquiring an additional 675 shares in the last quarter. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $205,000. IFP Advisors Inc grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 956.2% in the fourth quarter. IFP Advisors Inc now owns 3,475 shares of the company’s stock worth $216,000 after purchasing an additional 3,146 shares in the last quarter. Monterey Private Wealth Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $227,000. Finally, MCIA Inc acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.4 %

NYSEARCA:HELO opened at $62.61 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81. The company has a market cap of $678.07 million, a PE ratio of 24.88 and a beta of 0.56. The business’s 50 day moving average is $62.75 and its two-hundred day moving average is $61.78.

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.