5,839 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by Marks Group Wealth Management Inc

Marks Group Wealth Management Inc acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 5,839 shares of the company’s stock, valued at approximately $365,000.

Several other institutional investors have also modified their holdings of the stock. Hazlett Burt & Watson Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares during the last quarter. Parallel Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth about $30,000. ORG Partners LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $30,000. Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $64,000. Finally, AE Wealth Management LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% in the first quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock valued at $100,000 after acquiring an additional 576 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $65.15 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $65.25. The firm has a market capitalization of $3.43 billion, a PE ratio of 25.99 and a beta of 0.56. The business’s 50 day moving average price is $64.26 and its 200-day moving average price is $62.06.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.