JPMorgan Chase & Co. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 35.4% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 343,256 shares of the company’s stock after purchasing an additional 89,742 shares during the period. JPMorgan Chase & Co. owned approximately 3.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $20,987,000 as of its most recent SEC filing.
Other institutional investors also recently made changes to their positions in the company. Lowe Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after purchasing an additional 372 shares during the period. Centaurus Financial Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares during the last quarter. Madison Wealth Partners Inc purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $218,000. NBC Securities Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $223,000. Finally, MCIA Inc purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $230,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2 %
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.34 on Thursday. The company’s fifty day simple moving average is $62.63 and its two-hundred day simple moving average is $60.76. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $52.80 and a 12-month high of $63.42. The firm has a market cap of $675.14 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.
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