TCG Advisory Services LLC Acquires Shares of 30,751 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

TCG Advisory Services LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 30,751 shares of the company’s stock, valued at approximately $1,626,000.

Other large investors also recently modified their holdings of the company. Daymark Wealth Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $2,034,000. Peterson Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $14,662,000. Orrstown Financial Services Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $875,000. Brookstone Capital Management bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $280,000. Finally, CGC Financial Services LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $28,292,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO traded up $0.56 during mid-day trading on Friday, hitting $55.68. 497,785 shares of the company’s stock were exchanged, compared to its average volume of 134,979. The business has a fifty day moving average price of $55.36 and a 200 day moving average price of $53.45. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $48.71 and a one year high of $56.08. The company has a market cap of $491.65 million, a PE ratio of 25.39 and a beta of 0.51.

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.