Steward Partners Investment Advisory LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 670.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,919 shares of the company’s stock after purchasing an additional 1,670 shares during the period. Steward Partners Investment Advisory LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $119,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently made changes to their positions in the company. CAP Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares during the period. BCGM Wealth Management LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the fourth quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock worth $361,000 after buying an additional 278 shares in the last quarter. John W. Brooker & Co. CPAs lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock worth $1,136,000 after buying an additional 279 shares in the last quarter. Sanctuary Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after buying an additional 356 shares in the last quarter. Finally, Truist Financial Corp lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after buying an additional 384 shares in the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.0 %
NYSEARCA:HELO opened at $60.49 on Monday. The company’s 50-day moving average price is $62.40 and its 200-day moving average price is $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The company has a market cap of $2.74 billion, a P/E ratio of 26.59 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.
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