5,457 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Alaska Wealth Advisors

Alaska Wealth Advisors acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,457 shares of the company’s stock, valued at approximately $341,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% in the first quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock worth $133,781,000 after buying an additional 703,364 shares during the last quarter. Forvis Mazars Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% in the second quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock worth $135,397,000 after buying an additional 268,943 shares during the last quarter. LPL Financial LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% in the first quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after buying an additional 765,200 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock worth $111,868,000 after buying an additional 373,033 shares during the last quarter. Finally, Cetera Investment Advisers boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the first quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after purchasing an additional 547,444 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.91 on Monday. The stock has a market capitalization of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56. The stock has a 50 day moving average price of $64.55 and a two-hundred day moving average price of $62.36. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $65.25.

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.