NBC Securities Inc. Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

NBC Securities Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,653 shares of the company’s stock, valued at approximately $223,000.

Several other institutional investors have also recently added to or reduced their stakes in HELO. Fiduciary Alliance LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 22.5% during the 3rd quarter. Fiduciary Alliance LLC now owns 69,345 shares of the company’s stock valued at $4,240,000 after acquiring an additional 12,719 shares during the period. Paladin Wealth LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $2,758,000. Redhawk Wealth Advisors Inc. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% in the third quarter. Redhawk Wealth Advisors Inc. now owns 183,997 shares of the company’s stock valued at $11,250,000 after purchasing an additional 3,910 shares during the period. Quotient Wealth Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $282,000. Finally, Daymark Wealth Partners LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.3% during the 3rd quarter. Daymark Wealth Partners LLC now owns 187,486 shares of the company’s stock worth $11,463,000 after buying an additional 12,811 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2 %

NYSEARCA:HELO opened at $62.02 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.71 and a 52 week high of $62.02. The company has a fifty day simple moving average of $60.25 and a two-hundred day simple moving average of $58.32. The company has a market cap of $671.68 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.