Axxcess Wealth Management LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 8,140 shares of the company’s stock, valued at approximately $505,000.
A number of other institutional investors have also recently bought and sold shares of the business. Sanctuary Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $542,000. Stifel Financial Corp bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $934,000. JPMorgan Chase & Co. grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock worth $20,987,000 after buying an additional 89,742 shares during the period. Sincerus Advisory LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $1,804,000. Finally, Private Advisor Group LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 67.5% in the 4th quarter. Private Advisor Group LLC now owns 202,460 shares of the company’s stock valued at $12,561,000 after acquiring an additional 81,566 shares during the period.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.36 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.81. The firm has a market capitalization of $2.73 billion, a price-to-earnings ratio of 26.59 and a beta of 0.56. The company’s 50 day simple moving average is $62.22 and its 200 day simple moving average is $61.95.
About JPMorgan Hedged Equity Laddered Overlay ETF
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.
See Also
- Five stocks we like better than JPMorgan Hedged Equity Laddered Overlay ETF
- The Top 3 Healthcare Dividend Stocks to Buy and Hold
- FedEx Delivers Another Crushing Blow to Its Stock Price
- Special Purpose Acquisition Company (SPAC) What You Need to Know
- Analysts Stay Bullish on Rocket Lab as Signs of a Bottom Emerge
- What is the NASDAQ Stock Exchange?
- Micron Stock Will Retest All-Time Highs This Year
Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
Receive News & Ratings for JPMorgan Hedged Equity Laddered Overlay ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Hedged Equity Laddered Overlay ETF and related companies with MarketBeat.com's FREE daily email newsletter.
