Commonwealth Equity Services LLC Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Commonwealth Equity Services LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 114.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 309,691 shares of the company’s stock after purchasing an additional 165,099 shares during the quarter. Commonwealth Equity Services LLC owned about 2.86% of JPMorgan Hedged Equity Laddered Overlay ETF worth $19,213,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in HELO. Assetmark Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $45,000. Lowe Wealth Advisors LLC raised its holdings in shares of 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 worth $93,000 after acquiring an additional 675 shares during the period. Steward Partners Investment Advisory LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after acquiring an additional 1,670 shares during the last quarter. Whipplewood Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $175,000. Finally, Claro Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $205,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $60.49 on Monday. The firm’s 50-day moving average is $62.40 and its two-hundred day moving average is $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81. The company has a market capitalization of $2.74 billion, a PE ratio of 26.59 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.