JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Sincerus Advisory LLC

Sincerus Advisory LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 33,377 shares of the company’s stock after acquiring an additional 4,300 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 2.1% of Sincerus Advisory LLC’s investment portfolio, making the stock its 11th largest position. Sincerus Advisory LLC owned approximately 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,992,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Parallel Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth about $30,000. Harbour Investments Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares in the last quarter. Assetmark Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $45,000. Steward Partners Investment Advisory LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after purchasing an additional 1,670 shares in the last quarter. Finally, Lowe Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% in the 1st quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock worth $125,000 after purchasing an additional 594 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1%

Shares of HELO opened at $61.83 on Friday. The business’s 50-day moving average price is $60.39 and its 200 day moving average price is $61.33. The stock has a market capitalization of $3.18 billion, a P/E ratio of 25.10 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $55.83 and a 1-year 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.