Orion Portfolio Solutions LLC Purchases 17,150 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Orion Portfolio Solutions LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 96,174 shares of the company’s stock after acquiring an additional 17,150 shares during the period. Orion Portfolio Solutions LLC owned about 0.89% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,880,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vienna Asset Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $991,000. Stifel Financial Corp bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $934,000. Resurgent Financial Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 23.7% during the 3rd quarter. Resurgent Financial Advisors LLC now owns 7,125 shares of the company’s stock worth $436,000 after buying an additional 1,363 shares during the period. HighTower Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock worth $38,820,000 after acquiring an additional 167,439 shares during the last quarter. Finally, Hilltop Holdings Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $590,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $63.28 on Monday. The company has a market capitalization of $685.32 million, a P/E ratio of 24.88 and a beta of 0.56. The company has a fifty day moving average price of $62.09 and a 200-day moving average price of $59.97. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $52.16 and a 52-week high of $63.42.

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.