49,785 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Purchased by Calton & Associates Inc.

Calton & Associates Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 49,785 shares of the company’s stock, valued at approximately $3,044,000. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 1.2% of Calton & Associates Inc.’s investment portfolio, making the stock its 19th biggest holding.

Other institutional investors also recently made changes to their positions in the company. Brookstone Capital Management boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 351.7% during the 1st quarter. Brookstone Capital Management now owns 23,895 shares of the company’s stock valued at $1,337,000 after purchasing an additional 18,605 shares in the last quarter. Peterson Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 68.4% during the first quarter. Peterson Wealth Advisors LLC now owns 466,795 shares of the company’s stock worth $26,126,000 after acquiring an additional 189,530 shares in the last quarter. Financial Management Professionals Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $465,000. Fiduciary Alliance LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 50.9% during the first quarter. Fiduciary Alliance LLC now owns 42,396 shares of the company’s stock worth $2,369,000 after buying an additional 14,308 shares during the last quarter. Finally, Breakwater Capital Group increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12.9% during the first quarter. Breakwater Capital Group now owns 8,779 shares of the company’s stock worth $491,000 after buying an additional 1,006 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO traded down $0.13 during midday trading on Tuesday, hitting $61.71. The company’s stock had a trading volume of 5,198 shares, compared to its average volume of 197,344. The stock’s 50 day simple moving average is $60.33 and its 200 day simple moving average is $58.38. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $48.71 and a fifty-two week high of $62.02. The stock has a market capitalization of $668.32 million, a price-to-earnings 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.