Claro Advisors LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Claro Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,300 shares of the company’s stock, valued at approximately $205,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC increased its holdings in shares of 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 valued at $51,000 after purchasing an additional 372 shares during the period. Centaurus Financial Inc. grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after purchasing an additional 904 shares in the last quarter. NBC Securities Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $223,000. MCIA Inc purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth approximately $230,000. Finally, Copley Financial Group Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $233,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.2 %

NYSEARCA HELO opened at $62.52 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $52.88 and a 1-year high of $63.42. The firm’s fifty day simple moving average is $62.68 and its 200-day simple moving average is $60.87. The company has a market capitalization of $677.09 million, a PE ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

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