Curtis Advisory Group LLC Grows Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Curtis Advisory Group LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 121,931 shares of the company’s stock after acquiring an additional 10,014 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 2.0% of Curtis Advisory Group LLC’s investment portfolio, making the stock its 12th biggest holding. Curtis Advisory Group LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $7,565,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. CAP Partners LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs grew its stake in shares of 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 valued at $1,136,000 after acquiring an additional 279 shares in the last quarter. Sanctuary Advisors LLC grew its stake in shares of 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 acquiring an additional 356 shares in the last quarter. Truist Financial Corp grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after acquiring an additional 384 shares in the last quarter. Finally, Total Clarity Wealth Management Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after acquiring an additional 386 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.85 on Friday. The business has a 50-day moving average of $62.76 and a 200-day moving average of $61.71. The company has a market capitalization of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-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.