Insight 2811 Inc. Purchases Shares of 8,165 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Insight 2811 Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 8,165 shares of the company’s stock, valued at approximately $507,000.

Several other large investors have also modified their holdings of HELO. Strategic Financial Concepts LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after purchasing an additional 2,010,101 shares during the last quarter. Forvis Mazars Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% during the 4th quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock worth $85,962,000 after buying an additional 418,404 shares during the period. LPL Financial LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 99.9% during the fourth quarter. LPL Financial LLC now owns 1,193,554 shares of the company’s stock valued at $74,048,000 after buying an additional 596,418 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $72,681,000. Finally, Dynasty Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $63,630,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $61.01 on Tuesday. The firm has a market capitalization of $2.78 billion, a P/E ratio of 25.69 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. The company’s 50 day simple moving average is $62.21 and its 200-day simple moving average is $62.00.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.