JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Stake Boosted by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 70,069 shares of the company’s stock after purchasing an additional 3,199 shares during the period. Cyndeo Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,347,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of HELO. Thrivent Financial for Lutherans increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 133.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 90,869 shares of the company’s stock worth $5,321,000 after purchasing an additional 52,002 shares during the last quarter. Susquehanna International Group LLP increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% during the second quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock worth $3,834,000 after buying an additional 50,413 shares during the last quarter. Silver Lake Advisory LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at about $13,184,000. B. Riley Wealth Advisors Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth about $240,000. Finally, Truist Financial Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $343,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock opened at $63.35 on Friday. The stock’s 50 day simple moving average is $62.69 and its 200 day simple moving average is $61.04. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $53.60 and a twelve month high of $63.50. The company has a market capitalization of $686.08 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.