Brown Financial Advisors reduced its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 26.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 94,840 shares of the company’s stock after selling 34,522 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up 2.4% of Brown Financial Advisors’ portfolio, making the stock its 8th biggest position. Brown Financial Advisors’ holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $5,884,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also modified their holdings of HELO. CAP Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after acquiring an additional 257 shares during the last quarter. BCGM Wealth Management LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the fourth quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock valued at $361,000 after purchasing an additional 278 shares during the last quarter. John W. Brooker & Co. CPAs raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock worth $1,136,000 after purchasing an additional 279 shares during the period. Sanctuary Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after purchasing an additional 356 shares during the last quarter. Finally, Truist Financial Corp boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after purchasing an additional 384 shares during the period.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of HELO opened at $62.61 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81. The stock has a fifty day moving average price of $62.75 and a 200 day moving average price of $61.78. The company has a market cap of $678.07 million, a P/E ratio of 24.88 and a beta of 0.56.
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.
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