JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Truist Financial Corp

Truist Financial Corp lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.2% in the fourth quarter, Holdings Channel reports. The firm owned 5,685 shares of the company’s stock after buying an additional 384 shares during the period. Truist Financial Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $353,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Sanctuary Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after buying an additional 356 shares during the last quarter. Philip James Wealth Mangement LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% during the fourth quarter. Philip James Wealth Mangement LLC now owns 166,229 shares of the company’s stock valued at $10,313,000 after acquiring an additional 1,539 shares in the last quarter. MN Wealth Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.9% in the 4th quarter. MN Wealth Advisors LLC now owns 15,376 shares of the company’s stock valued at $954,000 after purchasing an additional 2,220 shares during the last quarter. Strategic Financial Concepts LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 73.9% in the 4th quarter. Strategic Financial Concepts LLC now owns 34,045 shares of the company’s stock worth $2,112,000 after purchasing an additional 14,471 shares in the last quarter. Finally, Palumbo Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $3,483,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.8 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $61.27 on Wednesday. The firm’s 50 day simple moving average is $62.68 and its two-hundred day simple moving average is $61.92. The firm has a market capitalization of $663.55 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.24 and a 12-month high of $63.81.

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.