Capital Analysts LLC Takes $147,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Capital Analysts LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 2,374 shares of the company’s stock, valued at approximately $147,000.

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 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after acquiring an additional 206 shares in the last quarter. Assetmark Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $45,000. Lowe Wealth Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after purchasing an additional 675 shares in the last quarter. Steward Partners Investment Advisory LLC raised its stake 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 in the last quarter. Finally, Whipplewood Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $59.03 on Tuesday. The business has a fifty day simple moving average of $59.86 and a 200 day simple moving average of $61.65. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.74 and a one year high of $63.81. The firm has a market capitalization of $2.74 billion, a price-to-earnings ratio of 24.02 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.