Park Place Capital Corp lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 52.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,949 shares of the company’s stock after selling 48,335 shares during the period. Park Place Capital Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,727,000 at the end of the most recent quarter.
Several other institutional investors have also recently made changes to their positions in HELO. Lowe Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after buying an additional 372 shares during the period. Centaurus Financial Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after acquiring an additional 904 shares during the last quarter. Claro Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $205,000. NBC Securities Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $223,000. Finally, Monterey Private Wealth Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $227,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3 %
JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.18 on Wednesday. The firm has a market cap of $684.23 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business’s 50-day moving average price is $62.67 and its 200 day moving average price is $61.01. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $53.53 and a 52 week high of $63.50.
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.
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