29,077 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Acquired by Sincerus Advisory LLC

Sincerus Advisory LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 29,077 shares of the company’s stock, valued at approximately $1,804,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 1.9% of Sincerus Advisory LLC’s investment portfolio, making the stock its 13th biggest position. Sincerus Advisory LLC owned 0.27% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Lowe Wealth Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after acquiring an additional 675 shares during the last quarter. Claro Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $205,000. IFP Advisors Inc raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 956.2% during the 4th quarter. IFP Advisors Inc now owns 3,475 shares of the company’s stock valued at $216,000 after purchasing an additional 3,146 shares during the last quarter. Monterey Private Wealth Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $227,000. Finally, MCIA Inc bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.45 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.24 and a 12-month high of $63.81. The company has a market cap of $676.33 million, a P/E ratio of 24.88 and a beta of 0.56. The company’s fifty day simple moving average is $62.73 and its two-hundred day simple moving average is $61.81.

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.