4,363 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Acquired by Valmark Advisers Inc.

Valmark Advisers Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,363 shares of the company’s stock, valued at approximately $260,000.

Other hedge funds have also made changes to their positions in the company. Parallel Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $30,000. Harbour Investments Inc. lifted its holdings in shares of 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 during the last quarter. Assetmark Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $45,000. Steward Partners Investment Advisory LLC lifted its holdings in shares of 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 during the last quarter. Finally, Lowe Wealth Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% during the 1st quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock valued at $125,000 after acquiring an additional 594 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.27 on Thursday. The business’s fifty day moving average price is $60.69 and its two-hundred day moving average price is $61.30. The company has a market capitalization of $3.20 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.