Allen Capital Group LLC Has $337,000 Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Allen Capital Group LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,436 shares of the company’s stock after purchasing an additional 684 shares during the quarter. Allen Capital Group LLC owned 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $337,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in HELO. Susquehanna International Group LLP lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% in the 2nd quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock worth $3,834,000 after purchasing an additional 50,413 shares in the last quarter. B. Riley Wealth Advisors Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $240,000. Truist Financial Corp purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at approximately $343,000. Cetera Investment Advisers raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 86.5% in the second quarter. Cetera Investment Advisers now owns 187,999 shares of the company’s stock worth $11,009,000 after purchasing an additional 87,191 shares in the last quarter. Finally, Brown Financial Advisors purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $4,450,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.3 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.01 on Thursday. The business has a 50-day simple moving average of $62.75 and a two-hundred day simple moving average of $61.16. The company has a market cap of $682.40 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $53.60 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.