Mayfair Advisory Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 17,631 shares of the company’s stock, valued at approximately $1,094,000.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in HELO. Sanctuary Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $542,000. Stifel Financial Corp bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $934,000. JPMorgan Chase & Co. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the third quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock valued at $20,987,000 after acquiring an additional 89,742 shares during the period. Blue Trust Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $325,000. Finally, HBW Advisory Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% in the 3rd quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock worth $1,672,000 after purchasing an additional 13,983 shares during the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0 %
Shares of HELO stock opened at $61.75 on Wednesday. The company has a market capitalization of $668.75 million, a P/E 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. The firm has a 50-day moving average price of $62.68 and a 200 day moving average price of $60.87.
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.
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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).
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