JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Stake Boosted by Semus Wealth Partners LLC

Semus Wealth Partners LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report) by 59.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 15,070 shares of the company’s stock after purchasing an additional 5,610 shares during the quarter. Semus Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $935,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Strategic Financial Concepts LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after acquiring an additional 2,010,101 shares in the last quarter. Legacy Financial Group LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after purchasing an additional 812,471 shares during the period. Wealth Enhancement Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares in the last quarter. HighTower Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after purchasing an additional 167,439 shares during the period. Finally, Peterson Wealth Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the 4th quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock valued at $37,332,000 after purchasing an additional 42,666 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.47 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.50. The stock has a market cap of $687.38 million, a PE ratio of 24.88 and a beta of 0.56. The business has a fifty day simple moving average of $62.75 and a 200-day simple moving average of $61.57.

About JPMorgan Hedged Equity Laddered Overlay ETF

(Free Report)

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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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report).

Institutional Ownership by Quarter for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

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