Indie Asset Partners LLC Acquires 1,871 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Indie Asset Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,292 shares of the company’s stock after purchasing an additional 1,871 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 0.6% of Indie Asset Partners LLC’s investment portfolio, making the stock its 26th biggest holding. Indie Asset Partners LLC owned 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF worth $763,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. CAP Partners LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after buying an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock worth $1,136,000 after acquiring an additional 279 shares in the last quarter. Sanctuary Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after purchasing an additional 356 shares during the last quarter. Truist Financial Corp grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after purchasing an additional 384 shares in the last quarter. Finally, Total Clarity Wealth Management Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after purchasing an additional 386 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $62.85 on Friday. The firm has a 50-day moving average of $62.77 and a 200-day moving average of $61.64. The company has a market cap of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.24 and a one year high of $63.81.

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.