DeDora Capital Inc. Boosts Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

DeDora Capital Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 58.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,945 shares of the company’s stock after purchasing an additional 3,297 shares during the quarter. DeDora Capital Inc. owned 0.10% of JPMorgan Hedged Equity Laddered Overlay ETF worth $501,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in HELO. Global Retirement Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $33,000. Capital Advisors Ltd. LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $51,000. John W. Brooker & Co. CPAs acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $259,000. Brookstone Capital Management acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $280,000. Finally, Sprinkle Financial Consultants LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $316,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO traded up $0.56 during mid-day trading on Friday, hitting $55.68. 497,785 shares of the company were exchanged, compared to its average volume of 134,979. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $48.71 and a 1-year high of $56.08. The company has a 50 day moving average of $55.38 and a 200-day moving average of $53.51. The stock has a market cap of $491.65 million, a price-to-earnings ratio of 25.39 and a beta of 0.51.

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.