Partners Wealth Management LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Partners Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 11,846 shares of the company’s stock, valued at approximately $735,000. Partners Wealth Management LLC owned about 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. CAP Partners LLC lifted its stake in 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 worth $285,000 after acquiring an additional 257 shares in the last quarter. BCGM Wealth Management LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the fourth quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock worth $361,000 after purchasing an additional 278 shares in the last quarter. John W. Brooker & Co. CPAs boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the fourth 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 period. Sanctuary Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock worth $566,000 after buying an additional 356 shares during the period. Finally, Truist Financial Corp lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after buying an additional 384 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.3 %

NYSEARCA:HELO opened at $62.85 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81. The company has a fifty day simple moving average of $62.76 and a two-hundred day simple moving average of $61.74. The company has a market cap of $680.67 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

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.