MN Wealth Advisors LLC Has $804,000 Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

MN Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 17.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,156 shares of the company’s stock after buying an additional 1,989 shares during the period. MN Wealth Advisors LLC owned approximately 0.12% of JPMorgan Hedged Equity Laddered Overlay ETF worth $804,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Gradient Investments LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after buying an additional 389,405 shares during the period. CGC Financial Services LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% in the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after purchasing an additional 478,565 shares in the last quarter. Strategic Financial Concepts LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the second quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after purchasing an additional 993,855 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock valued at $36,730,000 after purchasing an additional 622,152 shares in the last quarter. Finally, Peterson Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 68.4% in the first quarter. Peterson Wealth Advisors LLC now owns 466,795 shares of the company’s stock valued at $26,126,000 after purchasing an additional 189,530 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3 %

HELO opened at $61.62 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $48.71 and a 1-year high of $61.87. The company has a market cap of $667.34 million, a P/E ratio of 24.88 and a beta of 0.56. The company has a fifty day moving average price of $59.99 and a two-hundred day moving average price of $58.21.

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.