Legacy CG LLC Has $16.95 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Legacy CG LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4,462.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 273,215 shares of the company’s stock after purchasing an additional 267,227 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 5.2% of Legacy CG LLC’s holdings, making the stock its 2nd biggest position. Legacy CG LLC owned about 2.52% of JPMorgan Hedged Equity Laddered Overlay ETF worth $16,950,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. John W. Brooker & Co. CPAs grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares in the last quarter. Summit Wealth Partners LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 44.1% during the fourth quarter. Summit Wealth Partners LLC now owns 11,302 shares of the company’s stock valued at $701,000 after acquiring an additional 3,460 shares in the last quarter. Nvwm LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $875,000. Stratos Wealth Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 73.1% in the 4th quarter. Stratos Wealth Advisors LLC now owns 26,917 shares of the company’s stock worth $1,670,000 after purchasing an additional 11,368 shares in the last quarter. Finally, Stratos Wealth Partners LTD. boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% in the 4th quarter. Stratos Wealth Partners LTD. now owns 29,889 shares of the company’s stock valued at $1,854,000 after purchasing an additional 5,348 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $62.85 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.10 and a one year high of $63.50. The firm has a market capitalization of $680.67 million, a P/E ratio of 24.88 and a beta of 0.56. The company has a fifty day moving average price of $62.76 and a 200-day moving average price of $61.29.

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.