Steward Partners Investment Advisory LLC Purchases 1,670 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Steward Partners Investment Advisory LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 670.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,919 shares of the company’s stock after purchasing an additional 1,670 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $119,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of HELO. OneDigital Investment Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 263.1% during the third quarter. OneDigital Investment Advisors LLC now owns 38,116 shares of the company’s stock valued at $2,330,000 after acquiring an additional 27,618 shares during the last quarter. BCGM Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $339,000. Thrivent Financial for Lutherans increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 20.6% in the third quarter. Thrivent Financial for Lutherans now owns 109,619 shares of the company’s stock worth $6,702,000 after buying an additional 18,750 shares during the last quarter. MAI Capital Management purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $847,000. Finally, CAP Partners LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after buying an additional 257 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $60.49 on Monday. The business has a fifty day simple moving average of $62.40 and a two-hundred day simple moving average of $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81. The company has a market capitalization of $2.74 billion, a P/E ratio of 26.59 and a beta of 0.56.

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.