Private Advisor Group LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Private Advisor Group LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 67.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 202,460 shares of the company’s stock after buying an additional 81,566 shares during the quarter. Private Advisor Group LLC owned about 1.87% of JPMorgan Hedged Equity Laddered Overlay ETF worth $12,561,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. CAP Partners LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after purchasing an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares in the last quarter. Sanctuary Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after acquiring an additional 356 shares during the last quarter. Truist Financial Corp grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after acquiring an additional 384 shares in the last quarter. Finally, Total Clarity Wealth Management Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after acquiring an additional 386 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $63.66 on Friday. The company has a market cap of $689.44 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s 50 day simple moving average is $62.76 and its two-hundred day simple moving average is $61.62. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81.

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.