Alaska Wealth Advisors bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,457 shares of the company’s stock, valued at approximately $341,000.
Other large investors also recently made changes to their positions in the company. Hazlett Burt & Watson Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares during the period. ORG Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $30,000. Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $64,000. Parallel Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock valued at $75,000 after purchasing an additional 694 shares during the period. Finally, Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $92,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of HELO opened at $64.91 on Monday. The company has a market capitalization of $3.47 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $65.25. The business’s 50-day moving average is $64.55 and its 200-day moving average is $62.36.
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.
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