JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by John W. Brooker & Co. CPAs

John W. Brooker & Co. CPAs boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 18,304 shares of the company’s stock after purchasing an additional 279 shares during the quarter. John W. Brooker & Co. CPAs’ holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,136,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in HELO. Susquehanna International Group LLP boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% in the second quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock valued at $3,834,000 after acquiring an additional 50,413 shares during the last quarter. B. Riley Wealth Advisors Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $240,000. Truist Financial Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $343,000. Brookstone Capital Management lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 18.6% during the third quarter. Brookstone Capital Management now owns 46,432 shares of the company’s stock worth $2,839,000 after purchasing an additional 7,284 shares in the last quarter. Finally, Daymark Wealth Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.3% during the third quarter. Daymark Wealth Partners LLC now owns 187,486 shares of the company’s stock worth $11,463,000 after purchasing an additional 12,811 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $62.85 on Thursday. The stock’s 50-day moving average is $62.76 and its two-hundred day moving average is $61.29. The stock has a market cap of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.10 and a 12 month 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.