JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by BCGM Wealth Management LLC

BCGM Wealth Management LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,826 shares of the company’s stock after acquiring an additional 278 shares during the period. BCGM Wealth Management LLC owned approximately 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $361,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of the business. CAP Partners LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares during the period. John W. Brooker & Co. CPAs lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares in the last quarter. Sanctuary Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after buying an additional 356 shares in the last quarter. Truist Financial Corp lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after buying an additional 384 shares in the last quarter. Finally, Total Clarity Wealth Management Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after buying an additional 386 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.3 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.85 on Monday. The firm 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 twelve month low of $54.24 and a twelve month high of $63.81. The firm’s 50-day moving average price is $62.76 and its 200 day moving average price is $61.74.

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.