Sincerus Advisory LLC Acquires Shares of 29,077 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sincerus Advisory LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, Holdings Channel reports. The firm bought 29,077 shares of the company’s stock, valued at approximately $1,804,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.9% of Sincerus Advisory LLC’s portfolio, making the stock its 13th largest holding.

A number of other large investors have also recently made changes to their positions in HELO. CAP Partners LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares during the period. BCGM Wealth Management LLC lifted its position 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 worth $361,000 after purchasing an additional 278 shares during the last quarter. John W. Brooker & Co. CPAs boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the period. Sanctuary Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth 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 increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after buying an additional 384 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $62.45 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.24 and a 52-week high of $63.81. The firm has a market capitalization of $676.33 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock has a 50 day moving average price of $62.73 and a 200 day moving average price of $61.81.

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.