Lewis Asset Management LLC Invests $283,000 in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Lewis Asset Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,518 shares of the company’s stock, valued at approximately $283,000.

Other institutional investors have also made changes to their positions in the company. Signature Estate & Investment Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth approximately $687,000. Reyes Financial Architecture Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% during the first quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after purchasing an additional 873 shares during the period. Prairieview Wealth Partners LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% during the first quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after purchasing an additional 3,360 shares during the period. Thoroughbred Financial Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% during the first quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after purchasing an additional 2,330 shares during the period. Finally, Brookstone Capital Management boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 32.1% during the first quarter. Brookstone Capital Management now owns 127,146 shares of the company’s stock worth $7,588,000 after purchasing an additional 30,873 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $65.16 on Tuesday. The stock has a market cap of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56. The firm has a 50 day simple moving average of $63.92 and a 200 day simple moving average of $61.73. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $65.24.

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.