JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 208,650 shares of the company’s stock after acquiring an additional 16,655 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 2.2% of Sugarloaf Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Sugarloaf Wealth Management LLC owned approximately 1.93% of JPMorgan Hedged Equity Laddered Overlay ETF worth $12,945,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Lowe Wealth Advisors LLC boosted its stake 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 acquiring an additional 372 shares during the last quarter. Centaurus Financial Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after purchasing an additional 904 shares in the last quarter. NBC Securities Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $223,000. MCIA Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth about $230,000. Finally, Madison Wealth Partners Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $218,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.9 %

NYSEARCA:HELO traded down $0.57 during trading hours on Friday, reaching $61.77. 207,422 shares of the stock were exchanged, compared to its average volume of 494,925. The stock has a market capitalization of $668.97 million, a P/E ratio of 24.88 and a beta of 0.56. The firm has a 50 day simple moving average of $62.66 and a 200-day simple moving average of $60.77. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $52.88 and a 52 week high of $63.42.

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.