Denver PWM LLC Purchases 4,149 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Denver PWM LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 32,555 shares of the company’s stock after purchasing an additional 4,149 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 0.8% of Denver PWM LLC’s portfolio, making the stock its 27th biggest holding. Denver PWM LLC owned approximately 0.30% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,020,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Strategic Financial Concepts LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after purchasing an additional 2,010,101 shares during the period. Legacy Financial Group LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after purchasing an additional 812,471 shares during the period. Wealth Enhancement Advisory Services LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after acquiring an additional 253,875 shares in the last quarter. HighTower Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% in the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after acquiring an additional 167,439 shares in the last quarter. Finally, Peterson Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% in the 4th quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock valued at $37,332,000 after acquiring an additional 42,666 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $62.85 on Friday. The stock has a market capitalization of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. The business has a fifty day moving average price of $62.76 and a two-hundred day moving average price of $61.71. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two 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.