4,830 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Purchased by Walter & Keenan Wealth Management LLC IN ADV

Walter & Keenan Wealth Management LLC IN ADV purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,830 shares of the company’s stock, valued at approximately $295,000.

Several other hedge funds and other institutional investors have also made changes to their positions in HELO. Strategic Financial Concepts LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% during the second quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock worth $587,000 after acquiring an additional 993,855 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock worth $36,730,000 after buying an additional 622,152 shares during the period. CGC Financial Services LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% in the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares in the last quarter. Gradient Investments LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock worth $68,665,000 after acquiring an additional 389,405 shares during the last quarter. Finally, Consolidated Planning Corp acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $22,604,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2 %

Shares of NYSEARCA:HELO opened at $62.04 on Wednesday. The company has a market cap of $671.89 million, a PE ratio of 24.88 and a beta of 0.56. The company’s 50 day moving average is $60.64 and its two-hundred day moving average is $58.64. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.91 and a 52 week high of $62.42.

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.