Essex Savings Bank Has $530,000 Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Essex Savings Bank grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 102.6% in the 4th quarter, HoldingsChannel reports. The fund owned 8,550 shares of the company’s stock after buying an additional 4,330 shares during the period. Essex Savings Bank’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $530,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Lowe Wealth Advisors LLC raised its holdings in 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 worth $51,000 after buying an additional 372 shares during the last quarter. Centaurus Financial Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares during the last quarter. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $205,000. NBC Securities Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $223,000. Finally, MCIA Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.2 %

Shares of NYSEARCA:HELO opened at $62.52 on Thursday. The stock has a market cap of $677.09 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s fifty day simple moving average is $62.68 and its two-hundred day simple moving average is $60.87. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.88 and a 1-year high of $63.42.

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.