Wealth Enhancement Advisory Services LLC Acquires 172 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Wealth Enhancement Advisory Services LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 0.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 881,275 shares of the company’s stock after purchasing an additional 172 shares during the quarter. Wealth Enhancement Advisory Services LLC owned 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF worth $53,881,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Sanctuary Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $542,000. Stifel Financial Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $934,000. Blue Trust Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $325,000. JPMorgan Chase & Co. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the third quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock worth $20,987,000 after buying an additional 89,742 shares during the last quarter. Finally, HBW Advisory Services LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% in the third quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock valued at $1,672,000 after purchasing an additional 13,983 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $61.64 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $52.88 and a 52 week high of $63.42. The company has a market capitalization of $667.56 million, a PE ratio of 24.88 and a beta of 0.56. The company has a 50 day moving average price of $62.66 and a two-hundred day moving average price of $60.79.

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.