Capital Advisors Ltd. LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 57.5% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,507 shares of the company’s stock after purchasing an additional 550 shares during the period. Capital Advisors Ltd. LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $84,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in HELO. Global Retirement Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $33,000. John W. Brooker & Co. CPAs purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $259,000. Brookstone Capital Management bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $280,000. DeDora Capital Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $299,000. Finally, Sprinkle Financial Consultants LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $316,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
HELO opened at $58.72 on Wednesday. The stock has a market capitalization of $635.94 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s 50 day moving average price is $57.17 and its 200-day moving average price is $55.39. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $58.91.
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.
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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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