JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,425 shares of the company’s stock after acquiring an additional 386 shares during the period. Total Clarity Wealth Management Inc. owned 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $895,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Lowe Wealth Advisors LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after acquiring an additional 675 shares in the last quarter. Centaurus Financial Inc. grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after acquiring an additional 904 shares in the last quarter. Claro Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $205,000. NBC Securities Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at about $223,000. Finally, MCIA Inc purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at about $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2 %

Shares of NYSEARCA HELO opened at $62.80 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $53.60 and a 12-month high of $63.50. The stock has a market cap of $680.12 million, a PE ratio of 24.88 and a beta of 0.56. The company has a 50-day moving average of $62.77 and a 200 day moving average of $61.18.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.