Redhawk Wealth Advisors Inc. Buys 11,323 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Redhawk Wealth Advisors Inc. grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 195,320 shares of the company’s stock after acquiring an additional 11,323 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.6% of Redhawk Wealth Advisors Inc.’s portfolio, making the stock its 14th biggest holding. Redhawk Wealth Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $12,118,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the stock. Lowe Wealth Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after buying an additional 372 shares during the last quarter. Centaurus Financial Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after acquiring an additional 904 shares during the last quarter. Claro Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $205,000. NBC Securities Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $223,000. Finally, MCIA Inc bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $62.52 on Thursday. The stock has a market capitalization of $677.09 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.88 and a 1-year high of $63.42. The business has a fifty day moving average price of $62.68 and a 200-day moving average price of $60.87.

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.