Stratos Wealth Partners LTD. Boosts Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Stratos Wealth Partners LTD. grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,022 shares of the company’s stock after buying an additional 634 shares during the quarter. Stratos Wealth Partners LTD. owned 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,067,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Signature Estate & Investment Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $687,000. Reyes Financial Architecture Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% in the first quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock valued at $388,000 after buying an additional 873 shares in the last quarter. Prairieview Wealth Partners LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% in the first quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock valued at $6,867,000 after buying an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the first quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock valued at $2,221,000 after buying an additional 2,330 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.25 on Tuesday. The stock has a market capitalization of $3.49 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.30. The business has a 50 day simple moving average of $64.59 and a 200-day simple moving average of $62.41.

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.