JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 33,022 shares of the company’s stock after purchasing an additional 634 shares during the period. Stratos Wealth Partners LTD.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,067,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Signature Estate & Investment Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $687,000. Reyes Financial Architecture Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% during the 1st quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after acquiring an additional 873 shares in the last quarter. Prairieview Wealth Partners LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% during the 1st quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after acquiring an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% during the 1st quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after acquiring an additional 2,330 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.5%

HELO opened at $65.25 on Tuesday. The stock’s 50-day moving average price is $64.59 and its 200 day moving average price is $62.41. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $65.30. The firm has a market cap of $3.49 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.