AlphaCore Capital LLC Raises Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

AlphaCore Capital LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8,361.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,077 shares of the company’s stock after acquiring an additional 5,017 shares during the quarter. AlphaCore Capital LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $318,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Signature Estate & Investment Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at approximately $687,000. Bank of Montreal Can increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7,854.2% in the 2nd quarter. Bank of Montreal Can now owns 1,909 shares of the company’s stock worth $119,000 after acquiring an additional 1,885 shares during the last quarter. Family Capital Management Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $896,000. Thoroughbred Financial Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the first quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after purchasing an additional 2,330 shares in the last quarter. Finally, Prairieview Wealth Partners LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% in the 1st quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after buying an additional 3,360 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.0%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.47 on Tuesday. The firm has a market capitalization of $3.57 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $66.03. The firm has a 50 day simple moving average of $65.16 and a 200 day simple moving average of $63.63.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.