JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by OneDigital Investment Advisors LLC

OneDigital Investment Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 263.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,116 shares of the company’s stock after acquiring an additional 27,618 shares during the quarter. OneDigital Investment Advisors LLC owned about 0.35% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,330,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Strategic Financial Concepts LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% during the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock worth $587,000 after purchasing an additional 993,855 shares during the period. Wealth Enhancement Advisory Services LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock worth $36,730,000 after acquiring an additional 622,152 shares in the last quarter. CGC Financial Services LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% in the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock worth $60,314,000 after acquiring an additional 478,565 shares in the last quarter. Gradient Investments LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after acquiring an additional 389,405 shares during the period. Finally, Consolidated Planning Corp purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $22,604,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.0 %

Shares of HELO opened at $62.19 on Friday. The company has a market capitalization of $673.52 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $51.28 and a 52-week high of $62.99. The company has a 50-day simple moving average of $61.29 and a 200-day simple moving average of $59.25.

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.