Sanctuary Advisors LLC Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sanctuary Advisors LLC bought a new stake 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 Securities and Exchange Commission (SEC). The firm bought 8,643 shares of the company’s stock, valued at approximately $542,000. Sanctuary Advisors LLC owned approximately 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Strategic Financial Concepts LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock worth $587,000 after purchasing an additional 993,855 shares in the last quarter. Consolidated Planning Corp purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth about $22,604,000. Envestnet Asset Management Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 232.7% in the second quarter. Envestnet Asset Management Inc. now owns 414,491 shares of the company’s stock worth $24,273,000 after buying an additional 289,914 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after buying an additional 253,875 shares in the last quarter. Finally, Raymond James & Associates grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% during the third quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock valued at $19,314,000 after buying an additional 233,895 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %

Shares of NYSEARCA HELO opened at $63.01 on Thursday. The firm has a market cap of $682.40 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $52.52 and a twelve month high of $63.42. The company has a 50 day moving average of $62.52 and a 200 day moving average of $60.45.

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.