Denver PWM LLC Has $1.74 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Denver PWM LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 28,406 shares of the company’s stock after purchasing an additional 1,169 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up 0.7% of Denver PWM LLC’s investment portfolio, making the stock its 27th largest holding. Denver PWM LLC owned approximately 0.26% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,737,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in the stock. Strategic Financial Concepts LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after buying an additional 993,855 shares during the last quarter. Gradient Investments LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after purchasing an additional 389,405 shares during the last quarter. Consolidated Planning Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $22,604,000. Envestnet Asset Management Inc. boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 232.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 414,491 shares of the company’s stock valued at $24,273,000 after purchasing an additional 289,914 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after purchasing an additional 253,875 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.19 on Friday. The company has a market cap of $684.35 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $52.52 and a 1 year high of $63.42. The company’s fifty day simple moving average is $62.24 and its 200-day simple moving average is $60.08.

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.