Tradewinds LLC. Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Tradewinds LLC. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 11,400 shares of the company’s stock, valued at approximately $718,000. Tradewinds LLC. owned 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Captrust Financial Advisors raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 79.5% during the 3rd quarter. Captrust Financial Advisors now owns 23,335 shares of the company’s stock worth $1,427,000 after purchasing an additional 10,335 shares during the last quarter. Benjamin Edwards Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $856,000. Hilltop Holdings Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $590,000. HighTower Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% in the third quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after buying an additional 167,439 shares during the period. Finally, Resurgent Financial Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 23.7% in the third quarter. Resurgent Financial Advisors LLC now owns 7,125 shares of the company’s stock valued at $436,000 after acquiring an additional 1,363 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $59.68 on Tuesday. The company has a fifty day moving average price of $61.98 and a two-hundred day moving average price of $62.03. The firm has a market capitalization of $2.72 billion, a PE 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.

JPMorgan Hedged Equity Laddered Overlay ETF Increases Dividend

The business also recently announced a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were issued a dividend of $0.088 per share. The ex-dividend date was Tuesday, March 25th. This is a boost from JPMorgan Hedged Equity Laddered Overlay ETF’s previous dividend of $0.08.

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.