Concurrent Investment Advisors LLC Grows Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Concurrent Investment Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 64.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,808 shares of the company’s stock after purchasing an additional 7,000 shares during the quarter. Concurrent Investment Advisors LLC owned approximately 0.16% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,043,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in HELO. Gradient Investments LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock worth $68,665,000 after purchasing an additional 389,405 shares during the period. CGC Financial Services LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% during the 2nd quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after buying an additional 478,565 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% in the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock valued at $36,730,000 after acquiring an additional 622,152 shares during the period. Peterson Wealth Advisors LLC increased its holdings 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 in the last quarter. Finally, Cambridge Investment Research Advisors Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 2,266.0% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 426,167 shares of the company’s stock worth $23,853,000 after acquiring an additional 408,155 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.6 %

HELO opened at $60.21 on Monday. The firm’s fifty day simple moving average is $58.85 and its two-hundred day simple moving average is $57.03. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $60.41. The company has a market cap of $652.07 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.