1,025,631 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Acquired by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 1,025,631 shares of the company’s stock, valued at approximately $63,630,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.1% of Dynasty Wealth Management LLC’s portfolio, making the stock its 27th largest holding. Dynasty Wealth Management LLC owned 9.47% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. Private Trust Co. NA lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 23.3% in the fourth quarter. Private Trust Co. NA now owns 6,878 shares of the company’s stock valued at $427,000 after buying an additional 1,300 shares in the last quarter. Convergence Financial LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.1% during the fourth quarter. Convergence Financial LLC now owns 27,071 shares of the company’s stock valued at $1,679,000 after purchasing an additional 2,027 shares in the last quarter. Whipplewood Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $175,000. Sincerus Advisory LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $1,804,000. Finally, Pine Valley Investments Ltd Liability Co grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 11.8% in the 4th quarter. Pine Valley Investments Ltd Liability Co now owns 115,310 shares of the company’s stock worth $7,154,000 after purchasing an additional 12,189 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.2 %

Shares of HELO opened at $61.67 on Friday. The stock has a 50 day moving average of $62.73 and a 200 day moving average of $61.81. 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 $667.89 million, a price-to-earnings ratio of 24.88 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.