Cozad Asset Management Inc. Invests $595,000 in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cozad Asset Management Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, HoldingsChannel reports. The fund purchased 9,592 shares of the company’s stock, valued at approximately $595,000.

Several other large investors have also recently modified their holdings of the stock. Harbour Investments Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after buying an additional 206 shares in the last quarter. Assetmark Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $45,000. Lowe Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after buying an additional 675 shares in the last quarter. Steward Partners Investment Advisory LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after purchasing an additional 1,670 shares during the period. Finally, Whipplewood Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.7 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.20 on Wednesday. The business has a 50-day simple moving average of $62.32 and a two-hundred day simple moving average of $61.97. The company has a market cap of $2.72 billion, a P/E ratio of 26.59 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.24 and a 52-week high of $63.81.

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.