Cary Street Partners Asset Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 8,710 shares of the company’s stock, valued at approximately $461,000.
Several other hedge funds and other institutional investors have also recently modified their holdings of HELO. Global Retirement Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $33,000. Capital Advisors Ltd. LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $51,000. John W. Brooker & Co. CPAs bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $259,000. Brookstone Capital Management purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $280,000. Finally, DeDora Capital Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $299,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
NYSEARCA HELO opened at $54.84 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $56.08. The company has a fifty day moving average of $55.36 and a 200-day moving average of $53.44. The company has a market capitalization of $484.24 million, a P/E ratio of 25.39 and a beta of 0.51.
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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