Oak Wealth Advisors LLC Has $6.18 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Oak Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 27.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 103,515 shares of the company’s stock after purchasing an additional 22,201 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 4.6% of Oak Wealth Advisors LLC’s portfolio, making the stock its 7th biggest holding. Oak Wealth Advisors LLC owned 0.22% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,178,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Parallel Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $30,000. Harbour Investments Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares during the period. Assetmark Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $45,000. Steward Partners Investment Advisory LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after purchasing an additional 1,670 shares during the period. Finally, Lowe Wealth Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% during the 1st quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock valued at $125,000 after buying an additional 594 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.27 on Thursday. The firm has a 50 day simple moving average of $60.69 and a 200 day simple moving average of $61.30. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $55.83 and a 1-year high of $63.81. The firm has a market capitalization of $3.20 billion, a price-to-earnings ratio of 25.10 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.