JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 10,269.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,029,675 shares of the company’s stock after acquiring an additional 2,010,101 shares during the period. Strategic Financial Concepts LLC owned approximately 0.19% of JPMorgan Hedged Equity Laddered Overlay ETF worth $125,921,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. CAP Partners LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the last quarter. Total Clarity Wealth Management Inc. raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after purchasing an additional 386 shares during the last quarter. Orrstown Financial Services Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% during the 4th quarter. Orrstown Financial Services Inc. now owns 87,519 shares of the company’s stock worth $5,430,000 after purchasing an additional 396 shares during the period. Finally, Sprinkle Financial Consultants LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after purchasing an additional 469 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4 %

HELO opened at $63.11 on Friday. The company has a 50 day moving average of $62.76 and a two-hundred day moving average of $61.30. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.10 and a 52-week high of $63.50. The company has a market cap of $683.48 million, a P/E ratio of 24.88 and a beta of 0.56.

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.