5,068 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Acquired by Consolidated Portfolio Review Corp

Consolidated Portfolio Review Corp bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,068 shares of the company’s stock, valued at approximately $310,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Brookstone Capital Management boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 351.7% in the 1st quarter. Brookstone Capital Management now owns 23,895 shares of the company’s stock valued at $1,337,000 after purchasing an additional 18,605 shares during the last quarter. Breakwater Capital Group raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.9% during the 1st quarter. Breakwater Capital Group now owns 8,779 shares of the company’s stock valued at $491,000 after buying an additional 1,006 shares during the period. Capital Advisors Ltd. LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during the 1st quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock valued at $84,000 after buying an additional 550 shares during the period. CAP Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $239,000. Finally, Commonwealth Equity Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 274.4% in the first quarter. Commonwealth Equity Services LLC now owns 45,144 shares of the company’s stock worth $2,527,000 after acquiring an additional 33,085 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0 %

NYSEARCA:HELO opened at $61.85 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.71 and a 52 week high of $62.09. The stock’s fifty day moving average is $60.55 and its two-hundred day moving average is $58.51. The company has a market capitalization of $669.84 million, a P/E ratio of 24.88 and a beta of 0.56.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.