Interchange Capital Partners LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Interchange Capital Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 9,947 shares of the company’s stock, valued at approximately $617,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of HELO. Harbour Investments Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after acquiring an additional 206 shares in the last quarter. Assetmark Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $45,000. Lowe Wealth Advisors LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after purchasing an additional 675 shares during the period. Steward Partners Investment Advisory LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after purchasing an additional 1,670 shares during the period. Finally, Whipplewood Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $60.36 on Monday. The stock has a market cap of $2.75 billion, a P/E ratio of 25.69 and a beta of 0.56. The stock’s 50 day simple moving average is $62.22 and its 200 day simple moving average is $61.99. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-year high of $63.81.

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.