Daymark Wealth Partners LLC Purchases 12,811 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Daymark Wealth Partners LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 187,486 shares of the company’s stock after acquiring an additional 12,811 shares during the period. Daymark Wealth Partners LLC owned 1.73% of JPMorgan Hedged Equity Laddered Overlay ETF worth $11,463,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Visionary Wealth Advisors purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $1,814,000. Osaic Holdings Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% in the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock worth $7,600,000 after acquiring an additional 100,805 shares during the last quarter. Orrstown Financial Services Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 397.0% in the 1st quarter. Orrstown Financial Services Inc. now owns 82,246 shares of the company’s stock valued at $4,603,000 after acquiring an additional 65,696 shares in the last quarter. Summit Wealth Partners LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after purchasing an additional 432 shares during the last quarter. Finally, HBW Advisory Services LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% in the 3rd quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock worth $1,672,000 after purchasing an additional 13,983 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2 %

JPMorgan Hedged Equity Laddered Overlay ETF stock traded up $0.13 during mid-day trading on Wednesday, hitting $61.14. The stock had a trading volume of 15,723 shares, compared to its average volume of 195,052. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $48.71 and a one year high of $61.18. The firm has a market capitalization of $662.15 million, a P/E ratio of 24.88 and a beta of 0.56. The firm’s 50 day moving average is $59.62 and its 200 day moving average is $58.01.

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.