JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Apexium Financial LP

Apexium Financial LP increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 99.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 17,597 shares of the company’s stock after purchasing an additional 8,774 shares during the period. Apexium Financial LP owned approximately 0.16% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,092,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after buying an additional 372 shares during the period. Centaurus Financial Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares during the period. Claro Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $205,000. NBC Securities Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $223,000. Finally, Monterey Private Wealth Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.35 on Monday. The business has a 50-day simple moving average of $62.72 and a 200-day simple moving average of $61.08. The company has a market cap of $686.08 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50.

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.