Farther Finance Advisors LLC Buys New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Farther Finance Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 29,470 shares of the company’s stock, valued at approximately $1,762,000. Farther Finance Advisors LLC owned about 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also bought and sold shares of HELO. Envestnet Asset Management Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 10.4% during the fourth quarter. Envestnet Asset Management Inc. now owns 1,538,267 shares of the company’s stock worth $95,434,000 after acquiring an additional 144,949 shares during the last quarter. Forvis Mazars Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% during the fourth quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock worth $85,962,000 after acquiring an additional 418,404 shares during the last quarter. JPMorgan Chase & Co. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 296.6% during the fourth quarter. JPMorgan Chase & Co. now owns 1,361,256 shares of the company’s stock worth $84,452,000 after acquiring an additional 1,018,000 shares during the last quarter. LPL Financial LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 99.9% during the fourth quarter. LPL Financial LLC now owns 1,193,554 shares of the company’s stock worth $74,048,000 after acquiring an additional 596,418 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $72,681,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.1%

Shares of HELO stock opened at $61.96 on Thursday. The firm has a 50 day moving average price of $59.89 and a two-hundred day moving average price of $61.38. The company has a market capitalization of $3.17 billion, a PE ratio of 25.43 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $55.83 and a 12-month high of $63.81.

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.