CAP Partners LLC Acquires 257 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

CAP Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,666 shares of the company’s stock after purchasing an additional 257 shares during the quarter. CAP Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $285,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of HELO. Lowe Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $27,000. Annapolis Financial Services LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $35,000. Stephens Consulting LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth $57,000. SouthState Corp purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $117,000. Finally, Centaurus Financial Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after purchasing an additional 904 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $62.19 on Monday. The firm has a market capitalization of $673.52 million, a PE ratio of 24.88 and a beta of 0.56. The business’s 50-day moving average is $61.29 and its two-hundred day moving average is $59.31. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $51.28 and a 1 year high of $62.99.

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.