Kestra Private Wealth Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 11,872 shares of the company’s stock, valued at approximately $628,000.
Several other large investors have also modified their holdings of HELO. Capital Advisors Ltd. LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $51,000. Curtis Advisory Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $483,000. Breakwater Capital Group acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $416,000. Patten & Patten Inc. TN purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $4,438,000. Finally, John W. Brooker & Co. CPAs acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $259,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
NYSEARCA HELO opened at $55.68 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $48.71 and a one year high of $56.08. The company’s 50 day moving average price is $55.38 and its 200 day moving average price is $53.53. The firm has a market capitalization of $491.65 million, a price-to-earnings ratio of 25.39 and a beta of 0.51.
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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