HBW Advisory Services LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 104.7% in the third quarter, HoldingsChannel reports. The firm owned 27,342 shares of the company’s stock after buying an additional 13,983 shares during the quarter. HBW Advisory Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,672,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the business. Lowe Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth approximately $27,000. Annapolis Financial Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $35,000. Stephens Consulting LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $57,000. Capital Advisors Ltd. LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during the first quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after purchasing an additional 550 shares in the last quarter. Finally, SouthState Corp purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $117,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
NYSEARCA HELO traded up $0.09 during trading on Friday, reaching $60.91. 146,843 shares of the company’s stock were exchanged, compared to its average volume of 195,366. The company has a 50 day moving average price of $59.48 and a two-hundred day moving average price of $57.87. The stock has a market cap of $659.66 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $48.71 and a 1 year high of $61.18.
JPMorgan Hedged Equity Laddered Overlay ETF 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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