Indie Asset Partners LLC Raises Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Indie Asset Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 12,292 shares of the company’s stock after buying an additional 1,871 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 0.6% of Indie Asset Partners LLC’s portfolio, making the stock its 26th largest position. Indie Asset Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $763,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also bought and sold shares of the company. CAP Partners LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after purchasing an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares during the last quarter. Sanctuary Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after buying an additional 356 shares in the last quarter. Truist Financial Corp boosted its stake in shares of 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 last quarter. Finally, Total Clarity Wealth Management Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after acquiring an additional 386 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.3 %

HELO stock opened at $62.85 on Friday. The stock has a market cap of $680.67 million, a P/E ratio of 24.88 and a beta of 0.56. The stock’s fifty day simple moving average is $62.77 and its two-hundred day simple moving average is $61.64. 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 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.