Insight 2811 Inc. Buys New Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Insight 2811 Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 8,165 shares of the company’s stock, valued at approximately $507,000. Insight 2811 Inc. owned 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Modern Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $15,010,000. Interchange Capital Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $617,000. Napatree Capital LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 33.7% during the 4th quarter. Napatree Capital LLC now owns 66,374 shares of the company’s stock valued at $4,118,000 after purchasing an additional 16,735 shares during the period. LPL Financial LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 99.9% in the 4th quarter. LPL Financial LLC now owns 1,193,554 shares of the company’s stock worth $74,048,000 after buying an additional 596,418 shares in the last quarter. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.9% in the fourth quarter. Thrivent Financial for Lutherans now owns 128,132 shares of the company’s stock valued at $8,057,000 after buying an additional 18,513 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 1.1 %

Shares of HELO stock opened at $61.01 on Tuesday. The stock has a 50-day simple moving average of $62.21 and a 200 day simple moving average of $62.00. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.81. The stock has a market capitalization of $2.78 billion, a P/E ratio of 25.69 and a beta of 0.56.

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.