Smallwood Wealth Investment Management LLC Buys 12,367 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Smallwood Wealth Investment Management LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 129.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,889 shares of the company’s stock after acquiring an additional 12,367 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up 0.9% of Smallwood Wealth Investment Management LLC’s portfolio, making the stock its 23rd biggest position. Smallwood Wealth Investment Management LLC owned approximately 0.20% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,358,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of HELO. Lowe Wealth Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after purchasing an additional 372 shares during the last quarter. Centaurus Financial Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second 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. Claro Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $205,000. NBC Securities Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $223,000. Finally, Monterey Private Wealth Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.5 %

Shares of HELO opened at $63.50 on Friday. The company has a market cap of $687.71 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business’s fifty day simple moving average is $62.68 and its two-hundred day simple moving average is $61.02. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $53.60 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.