JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Holdings Boosted by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 363.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 65,075 shares of the company’s stock after purchasing an additional 51,019 shares during the quarter. Envestnet Portfolio Solutions Inc. owned approximately 0.60% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,037,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Assetmark Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $45,000. Lowe Wealth Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the fourth 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 last quarter. Steward Partners Investment Advisory LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after acquiring an additional 1,670 shares during the period. Whipplewood Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $175,000. Finally, Claro Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $205,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.7 %

Shares of NYSEARCA:HELO opened at $60.20 on Wednesday. The firm’s 50 day moving average is $62.32 and its two-hundred day moving average is $61.97. The firm has a market capitalization of $2.72 billion, a P/E ratio of 26.59 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81.

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.