Paladin Wealth LLC Decreases Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Paladin Wealth LLC trimmed its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 28.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 32,258 shares of the company’s stock after selling 12,852 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.7% of Paladin Wealth LLC’s holdings, making the stock its 16th largest holding. Paladin Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,001,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. CAP Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third 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. John W. Brooker & Co. CPAs increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the last quarter. Total Clarity Wealth Management Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after purchasing an additional 386 shares during the period. Orrstown Financial Services Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% in the fourth quarter. Orrstown Financial Services Inc. now owns 87,519 shares of the company’s stock worth $5,430,000 after buying an additional 396 shares during the last quarter. Finally, Sprinkle Financial Consultants LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after buying an additional 469 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4 %

Shares of HELO stock opened at $63.03 on Tuesday. The company has a 50 day simple moving average of $62.76 and a two-hundred day simple moving average of $61.37. The stock has a market cap of $682.61 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.10 and a 12 month high of $63.50.

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.