JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) is Legacy CG LLC’s 2nd Largest Position

Legacy CG LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4,462.7% during the fourth quarter, Holdings Channel reports. The fund owned 273,215 shares of the company’s stock after acquiring an additional 267,227 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises 5.2% of Legacy CG LLC’s holdings, making the stock its 2nd biggest holding. Legacy CG LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $16,950,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in HELO. John W. Brooker & Co. CPAs increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the last quarter. Summit Wealth Partners LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 44.1% during the fourth quarter. Summit Wealth Partners LLC now owns 11,302 shares of the company’s stock valued at $701,000 after buying an additional 3,460 shares during the period. Nvwm LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $875,000. Stratos Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 73.1% in the fourth quarter. Stratos Wealth Advisors LLC now owns 26,917 shares of the company’s stock worth $1,670,000 after buying an additional 11,368 shares during the period. Finally, Stratos Wealth Partners LTD. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% in the 4th quarter. Stratos Wealth Partners LTD. now owns 29,889 shares of the company’s stock valued at $1,854,000 after acquiring an additional 5,348 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $62.85 on Thursday. The business has a 50-day moving average of $62.76 and a 200 day moving average of $61.29. The stock has a market capitalization of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.10 and a 1-year 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.