Daymark Wealth Partners LLC Sells 34,520 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Daymark Wealth Partners LLC cut its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 152,966 shares of the company’s stock after selling 34,520 shares during the quarter. Daymark Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $9,490,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also bought and sold shares of the stock. CAP Partners LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after purchasing an additional 257 shares during the last quarter. Lowe Wealth Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after purchasing an additional 372 shares in the last quarter. Summit Wealth Partners LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after buying an additional 432 shares during the period. Sprinkle Financial Consultants LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after acquiring an additional 469 shares in the last quarter. Finally, Centaurus Financial Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after acquiring an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $63.00 on Wednesday. The company’s 50 day simple moving average is $62.67 and its two-hundred day simple moving average is $61.01. The stock has a market capitalization of $682.29 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 $53.45 and a 1 year high of $63.42.

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.