Kestra Private Wealth Services LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 11,872 shares of the company’s stock, valued at approximately $628,000.
Several other hedge funds also recently bought and sold shares of the company. Gradient Investments LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $42,663,000. CGC Financial Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $28,292,000. Peterson Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $14,662,000. Patten & Patten Inc. TN acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $4,438,000. Finally, Daymark Wealth Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $2,034,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $55.68 on Monday. The firm has a market cap of $491.65 million, a price-to-earnings ratio of 25.39 and a beta of 0.51. The stock’s 50-day moving average is $55.38 and its 200-day moving average is $53.53. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $48.71 and a one year high of $56.08.
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.
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