Ameritas Advisory Services LLC Increases Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Ameritas Advisory Services LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 74.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 105,687 shares of the company’s stock after purchasing an additional 45,193 shares during the period. Ameritas Advisory Services LLC owned approximately 0.98% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,557,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Essex Savings Bank boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 102.6% during the fourth quarter. Essex Savings Bank now owns 8,550 shares of the company’s stock valued at $530,000 after buying an additional 4,330 shares during the last quarter. Redhawk Wealth Advisors Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% during the 4th quarter. Redhawk Wealth Advisors Inc. now owns 195,320 shares of the company’s stock valued at $12,118,000 after acquiring an additional 11,323 shares during the last quarter. Mayfair Advisory Group LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $1,094,000. Breakwater Capital Group raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.0% during the fourth quarter. Breakwater Capital Group now owns 13,138 shares of the company’s stock valued at $815,000 after purchasing an additional 2,714 shares during the last quarter. Finally, Unique Wealth LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 63.4% during the fourth quarter. Unique Wealth LLC now owns 38,980 shares of the company’s stock valued at $2,418,000 after purchasing an additional 15,126 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.5 %

Shares of HELO stock opened at $62.70 on Friday. The stock has a market capitalization of $679.04 million, a P/E ratio of 24.88 and a beta of 0.56. The firm’s 50 day moving average is $62.67 and its 200 day moving average is $60.94. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $53.03 and a 12-month high of $63.42.

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.