Monterey Private Wealth Inc. Purchases New Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Monterey Private Wealth Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,664 shares of the company’s stock, valued at approximately $227,000.

Other institutional investors also recently made changes to their positions in the company. Lowe Wealth Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after acquiring an additional 372 shares in the last quarter. Centaurus Financial Inc. boosted its holdings in 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 during the period. Claro Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $205,000. NBC Securities Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $223,000. Finally, MCIA Inc acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $62.70 on Tuesday. The company has a market capitalization of $679.04 million, a P/E ratio of 24.88 and a beta of 0.56. The business’s 50 day simple moving average is $62.67 and its 200 day simple moving average is $60.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $53.03 and a 1 year high of $63.42.

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.