Silver Lake Advisory LLC Acquires New Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Silver Lake Advisory LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 225,144 shares of the company’s stock, valued at approximately $13,184,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 1.9% of Silver Lake Advisory LLC’s investment portfolio, making the stock its 8th largest holding.

Several other hedge funds and other institutional investors have also recently bought and sold shares of HELO. Lowe Wealth Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $27,000. Annapolis Financial Services LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $35,000. Stephens Consulting LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $57,000. Capital Advisors Ltd. LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during the 1st quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after buying an additional 550 shares during the period. Finally, SouthState Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $117,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.0 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.94 on Friday. The company has a market capitalization of $659.98 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $48.71 and a 12-month high of $61.15. The firm’s fifty day moving average is $59.31 and its 200 day moving average is $57.72.

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.