Legacy Financial Group LLC Increases Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Legacy Financial Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 52.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 83,008 shares of the company’s stock after buying an additional 28,540 shares during the period. Legacy Financial Group LLC owned 0.77% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,075,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. NBC Securities Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $223,000. Fiduciary Alliance LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 22.5% during the third quarter. Fiduciary Alliance LLC now owns 69,345 shares of the company’s stock valued at $4,240,000 after buying an additional 12,719 shares during the last quarter. Paladin Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth about $2,758,000. Redhawk Wealth Advisors Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the third quarter. Redhawk Wealth Advisors Inc. now owns 183,997 shares of the company’s stock valued at $11,250,000 after buying an additional 3,910 shares during the last quarter. Finally, Quotient Wealth Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $282,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.3 %

HELO opened at $61.62 on Wednesday. The firm has a 50 day moving average price of $59.99 and a 200-day moving average price of $58.21. The stock has a market capitalization of $667.34 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $48.71 and a twelve month high of $61.87.

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.