Cozad Asset Management Inc. Invests $595,000 in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cozad Asset Management Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 9,592 shares of the company’s stock, valued at approximately $595,000. Cozad Asset Management Inc. owned about 0.09% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Harbour Investments Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after acquiring an additional 206 shares during the period. BCGM Wealth Management LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the fourth quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock valued at $361,000 after buying an additional 278 shares during the period. John W. Brooker & Co. CPAs lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares during the period. Sanctuary Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after buying an additional 356 shares during the period. Finally, Truist Financial Corp lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after buying an additional 384 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.7 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.20 on Wednesday. The firm has a market capitalization of $2.72 billion, a P/E ratio of 26.59 and a beta of 0.56. The business has a fifty day simple moving average of $62.32 and a two-hundred day simple moving average of $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81.

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.