Aspire Capital Advisors LLC Acquires 4,185 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Aspire Capital Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 3.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 145,412 shares of the company’s stock after buying an additional 4,185 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 2.6% of Aspire Capital Advisors LLC’s holdings, making the stock its 11th largest position. Aspire Capital Advisors LLC owned approximately 1.34% of JPMorgan Hedged Equity Laddered Overlay ETF worth $9,021,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the stock. Lowe Wealth Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd 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 period. Centaurus Financial Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after acquiring an additional 904 shares during the last quarter. Claro Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $205,000. NBC Securities Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $223,000. Finally, Monterey Private Wealth Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $62.87 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50. The stock has a market capitalization of $680.85 million, a P/E ratio of 24.88 and a beta of 0.56. The firm’s 50 day simple moving average is $62.72 and its two-hundred day simple moving average is $61.10.

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.