B. Riley Wealth Advisors Inc. Buys 1,942 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

B. Riley Wealth Advisors Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 47.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,035 shares of the company’s stock after buying an additional 1,942 shares during the period. B. Riley Wealth Advisors Inc. owned approximately 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $368,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Copley Financial Group Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $233,000. Denver PWM LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% in the third quarter. Denver PWM LLC now owns 28,406 shares of the company’s stock worth $1,737,000 after acquiring an additional 1,169 shares during the period. Sanctuary Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth $542,000. Pine Valley Investments Ltd Liability Co grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.7% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 103,121 shares of the company’s stock valued at $6,305,000 after acquiring an additional 21,727 shares during the period. Finally, Brown Financial Advisors increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 70.2% in the 3rd quarter. Brown Financial Advisors now owns 129,362 shares of the company’s stock worth $7,909,000 after purchasing an additional 53,369 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.6 %

HELO stock opened at $62.39 on Friday. The business’s 50-day moving average price is $62.47 and its 200-day moving average price is $60.34. The stock has a market cap of $675.68 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $52.52 and a twelve 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.