Fairvoy Private Wealth LLC Makes New $518,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Fairvoy Private Wealth LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 8,358 shares of the company’s stock, valued at approximately $518,000.

Several other hedge funds also recently bought and sold shares of the company. Lowe Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after buying an additional 675 shares in the last quarter. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $205,000. NBC Securities Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $223,000. MCIA Inc bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $230,000. Finally, Monterey Private Wealth Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO opened at $63.11 on Friday. The firm has a market cap of $683.48 million, a P/E ratio of 24.88 and a beta of 0.56. The firm’s 50-day simple moving average is $62.76 and its 200 day simple moving average is $61.30. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.10 and a 52 week high of $63.50.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.