Wealth Enhancement Advisory Services LLC Has $53.88 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Wealth Enhancement Advisory Services LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 0.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 881,275 shares of the company’s stock after purchasing an additional 172 shares during the period. Wealth Enhancement Advisory Services LLC owned about 8.14% of JPMorgan Hedged Equity Laddered Overlay ETF worth $53,881,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. HighTower Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after buying an additional 167,439 shares during the period. Peterson Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 555,607 shares of the company’s stock worth $33,970,000 after acquiring an additional 45,261 shares during the period. Consolidated Planning Corp raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% in the 3rd quarter. Consolidated Planning Corp now owns 420,226 shares of the company’s stock worth $25,693,000 after acquiring an additional 34,224 shares during the period. Envestnet Asset Management Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 232.7% in the 2nd quarter. Envestnet Asset Management Inc. now owns 414,491 shares of the company’s stock worth $24,273,000 after acquiring an additional 289,914 shares during the period. Finally, JPMorgan Chase & Co. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock worth $20,987,000 after acquiring an additional 89,742 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $61.64 on Friday. The company has a market capitalization of $667.56 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $52.88 and a one year high of $63.42. The company’s fifty day moving average price is $62.66 and its 200 day moving average price is $60.79.

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.