JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by HBW Advisory Services LLC

HBW Advisory Services LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 17.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,198 shares of the company’s stock after acquiring an additional 6,166 shares during the period. HBW Advisory Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,459,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. DAVENPORT & Co LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 184.6% in the fourth quarter. DAVENPORT & Co LLC now owns 17,157 shares of the company’s stock worth $1,064,000 after purchasing an additional 11,129 shares in the last quarter. Pennsylvania Capital Management Inc. ADV grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 321.8% in the 4th quarter. Pennsylvania Capital Management Inc. ADV now owns 95,233 shares of the company’s stock worth $5,908,000 after acquiring an additional 72,654 shares in the last quarter. Stephens Consulting LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 11.3% in the 4th quarter. Stephens Consulting LLC now owns 85,271 shares of the company’s stock worth $5,290,000 after acquiring an additional 8,657 shares in the last quarter. HTG Investment Advisors Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $931,000. Finally, Stratos Wealth Partners LTD. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% during the 4th quarter. Stratos Wealth Partners LTD. now owns 29,889 shares of the company’s stock valued at $1,854,000 after acquiring an additional 5,348 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $61.33 on Tuesday. The stock has a market capitalization of $3.14 billion, a PE ratio of 25.43 and a beta of 0.56. The business’s fifty day moving average price is $59.55 and its 200 day moving average price is $61.40. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $55.83 and a 12-month high of $63.81.

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.