873,399 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by RWA Wealth Partners LLC

RWA Wealth Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 873,399 shares of the company’s stock, valued at approximately $54,657,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 0.7% of RWA Wealth Partners LLC’s investment portfolio, making the stock its 22nd largest position.

Several other large investors also recently modified their holdings of HELO. Bank of New York Mellon Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $93,746,000. LPL Financial LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the first quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after acquiring an additional 765,200 shares during the last quarter. Cetera Investment Advisers boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the first quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after acquiring an additional 547,444 shares during the period. Forvis Mazars Wealth Advisors LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 36.7% during the first quarter. Forvis Mazars Wealth Advisors LLC now owns 1,894,647 shares of the company’s stock worth $113,073,000 after acquiring an additional 509,058 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after purchasing an additional 373,033 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2%

Shares of NYSEARCA HELO opened at $65.27 on Friday. The firm has a market cap of $3.56 billion, a P/E ratio of 25.99 and a beta of 0.58. The business’s 50 day moving average is $65.00 and its 200-day moving average is $63.12. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $66.01.

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.