8,140 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Purchased by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 8,140 shares of the company’s stock, valued at approximately $505,000. Axxcess Wealth Management LLC owned approximately 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after buying an additional 2,010,101 shares during the last quarter. Raymond James Financial Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $72,681,000. Dynasty Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $63,630,000. Legacy Financial Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after purchasing an additional 812,471 shares during the last quarter. Finally, Forvis Mazars Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% in the fourth quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock valued at $85,962,000 after purchasing an additional 418,404 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $60.36 on Friday. The company has a market cap of $2.73 billion, a price-to-earnings ratio of 26.59 and a beta of 0.56. The stock’s fifty day moving average price is $62.22 and its two-hundred day moving average price is $61.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.24 and a 52-week high of $63.81.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.