Sanctuary Advisors LLC Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sanctuary Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 8,643 shares of the company’s stock, valued at approximately $542,000.

A number of other large investors have also recently made changes to their positions in HELO. CAP Partners LLC lifted its holdings 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 valued at $285,000 after acquiring an additional 257 shares during the period. Lowe Wealth Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after purchasing an additional 372 shares during the period. Summit Wealth Partners LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock worth $410,000 after buying an additional 432 shares during the last quarter. Sprinkle Financial Consultants LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after buying an additional 469 shares during the period. Finally, Centaurus Financial Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after buying an additional 904 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.01 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.52 and a 1-year high of $63.42. The company’s fifty day simple moving average is $62.52 and its 200-day simple moving average is $60.45. The stock has a market capitalization of $682.40 million, a PE ratio of 24.88 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.