BCGM Wealth Management LLC Buys New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

BCGM Wealth Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 5,548 shares of the company’s stock, valued at approximately $339,000. BCGM Wealth Management LLC owned approximately 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the company. Avantax Advisory Services Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth about $214,000. Osaic Holdings Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% in the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock worth $7,600,000 after buying an additional 100,805 shares during the period. Resurgent Financial Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 96.8% during the first quarter. Resurgent Financial Advisors LLC now owns 4,137 shares of the company’s stock worth $232,000 after purchasing an additional 2,035 shares during the last quarter. InterOcean Capital Group LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 44.1% in the first quarter. InterOcean Capital Group LLC now owns 38,003 shares of the company’s stock worth $2,127,000 after buying an additional 11,639 shares during the last quarter. Finally, CreativeOne Wealth LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $1,735,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $62.19 on Friday. The business’s 50 day moving average price is $61.29 and its 200-day moving average price is $59.25. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $51.28 and a 1 year high of $62.99. The firm has a market capitalization of $673.52 million, a price-to-earnings 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.