Axis Wealth Partners LLC Takes $348,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Axis Wealth Partners LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 5,605 shares of the company’s stock, valued at approximately $348,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Oak Harbor Wealth Partners LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.9% in the 4th quarter. Oak Harbor Wealth Partners LLC now owns 42,355 shares of the company’s stock valued at $2,628,000 after purchasing an additional 21,888 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $72,681,000. Assetmark Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $45,000. Steward Partners Investment Advisory LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after acquiring an additional 1,670 shares during the period. Finally, Bedel Financial Consulting Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 21.6% in the 4th quarter. Bedel Financial Consulting Inc. now owns 18,805 shares of the company’s stock valued at $1,182,000 after acquiring an additional 3,343 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4 %

Shares of HELO stock opened at $61.36 on Friday. The stock has a market capitalization of $2.78 billion, a PE ratio of 26.59 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.24 and a 52-week high of $63.81. The stock’s 50-day moving average price is $62.59 and its 200 day moving average price is $61.94.

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.