Tyler Stone Wealth Management Buys 25,656 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Tyler Stone Wealth Management lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 77.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 58,702 shares of the company’s stock after acquiring an additional 25,656 shares during the quarter. Tyler Stone Wealth Management’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,642,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in HELO. Ausdal Financial Partners Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $1,897,000. Aire Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.6% in the fourth quarter. Aire Advisors LLC now owns 113,945 shares of the company’s stock valued at $7,069,000 after purchasing an additional 19,488 shares during the period. Insight 2811 Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $507,000. Modern Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $15,010,000. Finally, Interchange Capital Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at approximately $617,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.89 on Wednesday. The company’s 50-day moving average price is $62.19 and its 200-day moving average price is $62.02. The company has a market cap of $2.77 billion, a price-to-earnings ratio of 25.69 and a beta of 0.56. 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 Increases Dividend

The business also recently announced a dividend, which will be paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th will be given a dividend of $0.088 per share. The ex-dividend date of this dividend is Tuesday, March 25th. This is a positive change from JPMorgan Hedged Equity Laddered Overlay ETF’s previous dividend of $0.08.

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.