Capital Advisors Ltd. LLC Has $84,000 Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Capital Advisors Ltd. LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 57.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,507 shares of the company’s stock after purchasing an additional 550 shares during the quarter. Capital Advisors Ltd. LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $84,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in HELO. Breakwater Capital Group increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12.9% during the 1st quarter. Breakwater Capital Group now owns 8,779 shares of the company’s stock valued at $491,000 after purchasing an additional 1,006 shares in the last quarter. Fiduciary Alliance LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 50.9% in the 1st quarter. Fiduciary Alliance LLC now owns 42,396 shares of the company’s stock worth $2,369,000 after acquiring an additional 14,308 shares during the last quarter. Financial Management Professionals Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $465,000. DeDora Capital Inc. boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 58.4% during the 1st quarter. DeDora Capital Inc. now owns 8,945 shares of the company’s stock valued at $501,000 after purchasing an additional 3,297 shares during the last quarter. Finally, Peterson Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 68.4% during the 1st quarter. Peterson Wealth Advisors LLC now owns 466,795 shares of the company’s stock worth $26,126,000 after purchasing an additional 189,530 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3 %

HELO stock opened at $58.72 on Wednesday. The stock’s 50 day moving average is $57.17 and its 200-day moving average is $55.39. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $48.71 and a twelve month high of $58.91. The firm has a market capitalization of $635.94 million, a PE ratio of 24.88 and a beta of 0.56.

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.