19,185 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Purchased by Martin Worley Group

Martin Worley Group acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 19,185 shares of the company’s stock, valued at approximately $1,190,000. Martin Worley Group owned 0.18% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in HELO. Captrust Financial Advisors boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 79.5% during the 3rd quarter. Captrust Financial Advisors now owns 23,335 shares of the company’s stock worth $1,427,000 after buying an additional 10,335 shares during the period. Benjamin Edwards Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $856,000. Hilltop Holdings Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $590,000. HighTower Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the third quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock worth $38,820,000 after purchasing an additional 167,439 shares during the period. Finally, Resurgent Financial Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 23.7% in the 3rd quarter. Resurgent Financial Advisors LLC now owns 7,125 shares of the company’s stock valued at $436,000 after buying an additional 1,363 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $59.98 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.81. The stock has a market capitalization of $2.73 billion, a price-to-earnings ratio of 25.69 and a beta of 0.56. The business’s fifty day moving average price is $61.85 and its two-hundred day moving average price is $62.02.

JPMorgan Hedged Equity Laddered Overlay ETF Increases Dividend

The firm also recently disclosed a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were paid a $0.088 dividend. This is a boost from JPMorgan Hedged Equity Laddered Overlay ETF’s previous dividend of $0.08. The ex-dividend date of this dividend was Tuesday, March 25th.

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.