Independent Advisor Alliance purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 18,325 shares of the company’s stock, valued at approximately $1,137,000.
Several other large investors have also recently made changes to their positions in the stock. Coordinated Financial Services Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $959,000. Axis Wealth Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at $348,000. Oak Harbor Wealth Partners LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 106.9% in the 4th quarter. Oak Harbor Wealth Partners LLC now owns 42,355 shares of the company’s stock valued at $2,628,000 after buying an additional 21,888 shares during the period. Raymond James Financial Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $72,681,000. Finally, Assetmark Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $45,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
NYSEARCA HELO opened at $60.49 on Friday. The company has a market cap of $2.74 billion, a P/E ratio of 26.59 and a beta of 0.56. The stock has a 50-day moving average of $62.40 and a two-hundred day moving average of $61.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-year 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.
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