Peterson Wealth Advisors LLC Buys 40,369 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Peterson Wealth Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 630,253 shares of the company’s stock after purchasing an additional 40,369 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 6.1% of Peterson Wealth Advisors LLC’s portfolio, making the stock its 5th largest position. Peterson Wealth Advisors LLC owned about 1.20% of JPMorgan Hedged Equity Laddered Overlay ETF worth $40,954,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Assetmark Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the second quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares in the last quarter. Nvwm LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.4% in the 2nd quarter. Nvwm LLC now owns 13,839 shares of the company’s stock valued at $866,000 after acquiring an additional 185 shares during the last quarter. WESPAC Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% in the 2nd quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock valued at $360,000 after acquiring an additional 201 shares during the last quarter. Consolidated Portfolio Review Corp boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% during the 2nd quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after acquiring an additional 205 shares in the last quarter. Finally, Integrity Investment Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 0.7% during the 2nd quarter. Integrity Investment Advisors LLC now owns 56,962 shares of the company’s stock worth $3,565,000 after acquiring an additional 390 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.6%

Shares of HELO opened at $65.77 on Friday. The stock has a market cap of $3.58 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $66.73. The business has a 50-day simple moving average of $65.57 and a two-hundred day simple moving average of $64.23.

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.