JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Holdings Raised by Fiduciary Alliance LLC

Fiduciary Alliance LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 22.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 69,345 shares of the company’s stock after buying an additional 12,719 shares during the quarter. Fiduciary Alliance LLC owned approximately 0.64% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,240,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Orrstown Financial Services Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 397.0% in the first quarter. Orrstown Financial Services Inc. now owns 82,246 shares of the company’s stock valued at $4,603,000 after purchasing an additional 65,696 shares during the last quarter. Legacy Financial Group LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth $2,255,000. Cooper Financial Group increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 15.1% in the 1st quarter. Cooper Financial Group now owns 8,122 shares of the company’s stock worth $455,000 after acquiring an additional 1,068 shares during the last quarter. Harbor Investment Advisory LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at about $1,407,000. Finally, Brookstone Capital Management grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 351.7% during the first quarter. Brookstone Capital Management now owns 23,895 shares of the company’s stock worth $1,337,000 after purchasing an additional 18,605 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.4 %

HELO stock traded up $0.22 during midday trading on Monday, hitting $61.73. The company had a trading volume of 34,435 shares, compared to its average volume of 196,716. The stock has a market cap of $668.54 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock’s 50 day moving average price is $59.80 and its 200 day moving average price is $58.13. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.71 and a 52 week high of $61.78.

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.