Strategic Blueprint LLC Purchases New Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Strategic Blueprint LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 4,600 shares of the company’s stock, valued at approximately $285,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Lowe Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after buying an additional 675 shares in the last quarter. Centaurus Financial Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after acquiring an additional 904 shares in the last quarter. Claro Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $205,000. NBC Securities Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at about $223,000. Finally, Monterey Private Wealth Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $62.80 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $53.60 and a 52 week high of $63.50. The firm has a 50-day moving average price of $62.77 and a two-hundred day moving average price of $61.21. The firm has a market cap of $680.12 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.