Strategic Financial Concepts LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the first quarter, Holdings Channel reports. The fund bought 7,977 shares of the company’s stock, valued at approximately $446,000.
Other institutional investors and hedge funds have also bought and sold shares of the company. Gradient Investments LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $42,663,000. CGC Financial Services LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $28,292,000. Peterson Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 68.4% in the 1st quarter. Peterson Wealth Advisors LLC now owns 466,795 shares of the company’s stock worth $26,126,000 after acquiring an additional 189,530 shares during the last quarter. Per Stirling Capital Management LLC. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $8,507,000. Finally, Patten & Patten Inc. TN bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $4,438,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.0 %
Shares of NYSEARCA HELO traded down $0.53 during midday trading on Tuesday, hitting $55.01. 93,176 shares of the company’s stock were exchanged, compared to its average volume of 123,254. The business’s fifty day moving average price is $55.35 and its two-hundred day moving average price is $53.43. The company has a market cap of $485.74 million, a price-to-earnings ratio of 25.39 and a beta of 0.51. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $48.71 and a 12-month high of $56.08.
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.
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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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