Stephens Consulting LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 11.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 85,271 shares of the company’s stock after purchasing an additional 8,657 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.3% of Stephens Consulting LLC’s investment portfolio, making the stock its 14th biggest holding. Stephens Consulting LLC owned approximately 0.79% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,290,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of HELO. Pennsylvania Capital Management Inc. ADV raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 321.8% in the fourth quarter. Pennsylvania Capital Management Inc. ADV now owns 95,233 shares of the company’s stock worth $5,908,000 after acquiring an additional 72,654 shares during the last quarter. CENTRAL TRUST Co raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% in the 4th quarter. CENTRAL TRUST Co now owns 286,430 shares of the company’s stock valued at $17,770,000 after acquiring an additional 51,246 shares during the period. DAVENPORT & Co LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 184.6% during the 4th quarter. DAVENPORT & Co LLC now owns 17,157 shares of the company’s stock valued at $1,064,000 after buying an additional 11,129 shares during the period. Total Clarity Wealth Management Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after buying an additional 386 shares during the period. Finally, Clear Creek Financial Management LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 105.9% during the 4th quarter. Clear Creek Financial Management LLC now owns 41,442 shares of the company’s stock worth $2,571,000 after purchasing an additional 21,310 shares during the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.4 %
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.58 on Tuesday. The business has a 50-day moving average price of $62.77 and a 200 day moving average price of $61.23. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.10 and a fifty-two week high of $63.50. The firm has a market cap of $677.74 million, a P/E ratio of 24.88 and a beta of 0.56.
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.
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