RFG Advisory LLC Acquires Shares of 39,075 JPMorgan Hedged Equity Laddered Overlay ETF $HELO

RFG Advisory LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 39,075 shares of the company’s stock, valued at approximately $2,445,000. RFG Advisory LLC owned approximately 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares in the last quarter. ORG Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at approximately $30,000. Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $64,000. Parallel Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after buying an additional 694 shares in the last quarter. Finally, AE Wealth Management LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% during the first quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock worth $100,000 after buying an additional 576 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $64.85 on Thursday. The company has a fifty day moving average of $64.49 and a 200-day moving average of $62.25. The company has a market capitalization of $3.44 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $65.25.

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.