Vienna Asset Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 16,207 shares of the company’s stock, valued at approximately $991,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 0.7% of Vienna Asset Management LLC’s portfolio, making the stock its 26th biggest holding.
Several other hedge funds have also recently modified their holdings of the stock. CAP Partners LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during 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 in the last quarter. Lowe Wealth Advisors LLC increased its holdings in 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 buying an additional 372 shares during the period. Summit Wealth Partners LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the 2nd 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 period. Sprinkle Financial Consultants LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the 3rd quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after buying an additional 469 shares during the period. Finally, Annapolis Financial Services LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $35,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1 %
Shares of NYSEARCA:HELO opened at $63.39 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $52.00 and a twelve month high of $63.42. The company’s 50 day moving average is $62.05 and its 200 day moving average is $59.89. The company has a market cap of $686.51 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.
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