Sprinkle Financial Consultants LLC Boosts Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sprinkle Financial Consultants LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,097 shares of the company’s stock after purchasing an additional 469 shares during the period. Sprinkle Financial Consultants LLC owned approximately 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF worth $434,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Lowe Wealth Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $27,000. Annapolis Financial Services LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $35,000. Stephens Consulting LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $57,000. Capital Advisors Ltd. LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% in the first quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock valued at $84,000 after purchasing an additional 550 shares during the last quarter. Finally, SouthState Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $117,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock traded down $0.31 during midday trading on Wednesday, hitting $61.68. 29,698 shares of the company were exchanged, compared to its average volume of 197,020. The business has a fifty day simple moving average of $60.40 and a two-hundred day simple moving average of $58.43. The firm has a market capitalization of $667.99 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $48.71 and a fifty-two week high of $62.03.

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.