JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Lowe Wealth Advisors LLC

Lowe Wealth Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 81.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,501 shares of the company’s stock after buying an additional 675 shares during the period. Lowe Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $93,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in HELO. CAP Partners LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares during the period. Summit Wealth Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after acquiring an additional 432 shares in the last quarter. Sprinkle Financial Consultants LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the 3rd quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after buying an additional 469 shares during the period. Centaurus Financial Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after buying an additional 904 shares in the last quarter. Finally, Denver PWM LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% in the third quarter. Denver PWM LLC now owns 28,406 shares of the company’s stock worth $1,737,000 after acquiring an additional 1,169 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO traded down $0.70 during mid-day trading on Friday, hitting $61.64. The company had a trading volume of 286,310 shares, compared to its average volume of 509,982. The company has a market capitalization of $667.56 million, a PE ratio of 24.88 and a beta of 0.56. The business’s 50-day simple moving average is $62.66 and its 200 day simple moving average is $60.77. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.88 and a 1-year high of $63.42.

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.