JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 14,425 shares of the company’s stock after purchasing an additional 386 shares during the quarter. Total Clarity Wealth Management Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $895,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Sanctuary Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $542,000. Stifel Financial Corp acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $934,000. JPMorgan Chase & Co. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock worth $20,987,000 after buying an additional 89,742 shares in the last quarter. Blue Trust Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $325,000. Finally, HBW Advisory Services LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% during the 3rd quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock worth $1,672,000 after buying an additional 13,983 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.80 on Friday. The firm has a market cap of $680.12 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $53.60 and a 52-week high of $63.50. The company’s 50 day moving average is $62.77 and its two-hundred day moving average is $61.18.

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.