Carr Financial Group Corp Raises Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Carr Financial Group Corp raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 95.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 359,380 shares of the company’s stock after buying an additional 175,083 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises 6.9% of Carr Financial Group Corp’s portfolio, making the stock its 2nd biggest holding. Carr Financial Group Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $22,296,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in HELO. Lowe Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after buying an additional 372 shares in the last quarter. Centaurus Financial Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares during the period. Claro Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $205,000. NBC Securities Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $223,000. Finally, Monterey Private Wealth Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.35 on Friday. The stock has a market cap of $686.08 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock has a 50 day moving average price of $62.69 and a 200-day moving average price of $61.04. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50.

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.