Focus Partners Wealth Acquires 65,629 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Focus Partners Wealth lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 592,679 shares of the company’s stock after purchasing an additional 65,629 shares during the quarter. Focus Partners Wealth owned about 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $36,868,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Harbour Investments Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after acquiring an additional 206 shares during the last quarter. Assetmark Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $45,000. Steward Partners Investment Advisory LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after buying an additional 1,670 shares in the last quarter. Capital Analysts LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $147,000. Finally, Whipplewood Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.0 %

Shares of HELO opened at $59.84 on Friday. The stock’s fifty day simple moving average is $59.38 and its 200-day simple moving average is $61.51. The firm has a market capitalization of $2.92 billion, a PE ratio of 25.10 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $55.83 and a 12-month high of $63.81.

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.