HBW Advisory Services LLC Has $2.17 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

HBW Advisory Services LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 28.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,032 shares of the company’s stock after buying an additional 7,690 shares during the period. HBW Advisory Services LLC owned 0.32% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,173,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HELO. CAP Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after acquiring an additional 257 shares during the last quarter. Lowe Wealth Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after purchasing an additional 372 shares during the last quarter. Summit Wealth Partners LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after buying an additional 432 shares during the period. Sprinkle Financial Consultants LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the 3rd quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after buying an additional 469 shares during the last quarter. Finally, Centaurus Financial Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after buying an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.9 %

HELO traded down $0.57 during trading on Friday, reaching $61.77. 207,422 shares of the company’s stock were exchanged, compared to its average volume of 494,925. The firm has a fifty day moving average price of $62.66 and a two-hundred day moving average price of $60.77. The stock has a market capitalization of $668.97 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $52.88 and a one year high of $63.42.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.