JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by John W. Brooker & Co. CPAs

John W. Brooker & Co. CPAs lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,304 shares of the company’s stock after purchasing an additional 279 shares during the quarter. John W. Brooker & Co. CPAs owned about 0.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,136,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in HELO. Legacy Financial Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after purchasing an additional 812,471 shares during the last quarter. SK Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $16,732,000. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares during the last quarter. Raymond James & Associates boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% during the third quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock worth $19,314,000 after purchasing an additional 233,895 shares during the last quarter. Finally, Transform Wealth LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $11,827,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1 %

HELO stock opened at $62.85 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.10 and a 52-week high of $63.50. The stock’s fifty day simple moving average is $62.76 and its 200-day simple moving average is $61.29. The stock has a market capitalization of $680.67 million, a price-to-earnings 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.