Bedel Financial Consulting Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 21.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,805 shares of the company’s stock after purchasing an additional 3,343 shares during the quarter. Bedel Financial Consulting Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,182,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC increased its holdings 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 worth $93,000 after buying an additional 675 shares in the last quarter. Whipplewood Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $175,000. Claro Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $205,000. IFP Advisors Inc raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 956.2% in 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. Finally, Monterey Private Wealth Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $227,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
Shares of HELO stock opened at $61.74 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81. The stock has a market capitalization of $668.64 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s fifty day moving average is $62.72 and its 200-day moving average is $61.91.
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.
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