Denver PWM LLC Has $1.74 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Denver PWM LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.3% during the third quarter, Holdings Channel.com reports. The institutional investor owned 28,406 shares of the company’s stock after purchasing an additional 1,169 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 0.7% of Denver PWM LLC’s investment portfolio, making the stock its 27th largest holding. Denver PWM LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,737,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sanctuary Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $542,000. Pine Valley Investments Ltd Liability Co lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 26.7% during the 3rd quarter. Pine Valley Investments Ltd Liability Co now owns 103,121 shares of the company’s stock valued at $6,305,000 after purchasing an additional 21,727 shares during the last quarter. Brown Financial Advisors boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 70.2% during the third quarter. Brown Financial Advisors now owns 129,362 shares of the company’s stock worth $7,909,000 after purchasing an additional 53,369 shares during the period. MML Investors Services LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.4% in the third quarter. MML Investors Services LLC now owns 286,817 shares of the company’s stock valued at $17,536,000 after purchasing an additional 12,100 shares during the last quarter. Finally, Legacy Investment Solutions LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $2,100,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $63.19 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $52.52 and a 52-week high of $63.42. The stock has a market cap of $684.35 million, a PE ratio of 24.88 and a beta of 0.56. The firm has a 50-day moving average of $62.24 and a 200-day moving average of $60.08.

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.