JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Unique Wealth LLC

Unique Wealth LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 63.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 38,980 shares of the company’s stock after purchasing an additional 15,126 shares during the quarter. Unique Wealth LLC owned 0.36% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,418,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of HELO. Claro Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $205,000. Cooper Financial Group lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 32.5% in the 4th quarter. Cooper Financial Group now owns 96,191 shares of the company’s stock valued at $5,968,000 after acquiring an additional 23,579 shares in the last quarter. Brookstone Capital Management boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 107.3% in the 4th quarter. Brookstone Capital Management now owns 96,273 shares of the company’s stock worth $5,973,000 after purchasing an additional 49,841 shares during the period. Fiduciary Alliance LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 8.5% during the 4th quarter. Fiduciary Alliance LLC now owns 75,207 shares of the company’s stock worth $4,666,000 after purchasing an additional 5,862 shares in the last quarter. Finally, Lowe Wealth Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after purchasing an additional 675 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1 %

HELO opened at $61.73 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $52.88 and a 12-month high of $63.42. The firm has a market capitalization of $668.54 million, a P/E ratio of 24.88 and a beta of 0.56. The stock has a fifty day moving average of $62.68 and a 200-day moving average of $60.85.

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.