10,848 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 10,848 shares of the company’s stock, valued at approximately $679,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Envestnet Asset Management Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% during the 1st quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock worth $133,781,000 after acquiring an additional 703,364 shares during the period. LPL Financial LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the 1st quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after acquiring an additional 765,200 shares during the period. Forvis Mazars Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 36.7% during the 1st quarter. Forvis Mazars Wealth Advisors LLC now owns 1,894,647 shares of the company’s stock worth $113,073,000 after acquiring an additional 509,058 shares during the period. Wealth Enhancement Advisory Services LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock worth $111,868,000 after acquiring an additional 373,033 shares during the period. Finally, Cetera Investment Advisers increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the 1st quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after acquiring an additional 547,444 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.98 on Wednesday. The firm’s 50 day simple moving average is $64.29 and its 200 day simple moving average is $62.08. The firm has a market capitalization of $3.42 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25.

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.