Cooper Financial Group Purchases 23,579 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cooper Financial Group raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 32.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,191 shares of the company’s stock after purchasing an additional 23,579 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 0.7% of Cooper Financial Group’s holdings, making the stock its 28th biggest holding. Cooper Financial Group owned about 0.89% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,968,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also bought and sold shares of the company. Thoroughbred Financial Services LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 34.9% in the second quarter. Thoroughbred Financial Services LLC now owns 21,464 shares of the company’s stock worth $1,256,000 after buying an additional 5,550 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 232.7% in the second quarter. Envestnet Asset Management Inc. now owns 414,491 shares of the company’s stock valued at $24,273,000 after acquiring an additional 289,914 shares in the last quarter. Total Clarity Wealth Management Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $321,000. Madison Wealth Partners Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $218,000. Finally, Yarger Wealth Strategies LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $611,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO traded down $0.09 on Monday, hitting $61.55. 148,208 shares of the company’s stock were exchanged, compared to its average volume of 454,857. The business’s 50 day simple moving average is $62.66 and its two-hundred day simple moving average is $60.83. The stock has a market capitalization of $666.59 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $52.88 and a 12 month high of $63.42.

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.