Atria Wealth Solutions Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 50,585 shares of the company’s stock, valued at approximately $3,138,000.
Several other hedge funds also recently bought and sold shares of the stock. Lowe Wealth Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after acquiring an additional 675 shares during the last quarter. Claro Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $205,000. Monterey Private Wealth Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $227,000. MCIA Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $230,000. Finally, Oak Harvest Investment Services purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $231,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.3 %
HELO stock opened at $62.85 on Friday. The business’s fifty day moving average price is $62.77 and its 200 day moving average price is $61.64. 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 capitalization of $680.67 million, a PE ratio of 24.88 and a beta of 0.56.
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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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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