Capital Advisors Ltd. LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 957 shares of the company’s stock, valued at approximately $51,000.
Other hedge funds have also recently made changes to their positions in the company. Cooper Financial Group bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $373,000. Patten & Patten Inc. TN bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $4,438,000. Brookstone Capital Management purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $280,000. Peterson Wealth Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $14,662,000. Finally, Global Retirement Partners LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $33,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.7 %
Shares of HELO stock traded down $0.41 during trading hours on Thursday, hitting $54.80. 29,723 shares of the company’s stock traded hands, compared to its average volume of 122,518. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $48.71 and a 12-month high of $56.08. The stock has a market cap of $483.88 million, a price-to-earnings ratio of 25.39 and a beta of 0.51. The stock’s fifty day simple moving average is $55.29 and its two-hundred day simple moving average is $53.27.
JPMorgan Hedged Equity Laddered Overlay ETF 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.
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