Claro Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free 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
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.
Featured Articles
- Five stocks we like better than JPMorgan Hedged Equity Laddered Overlay ETF
- Stocks with Unusual Volume: How to Find Unusual Volume Stocks in Real Time
- 4 Social Media Stocks Set to Gain as TikTok Ban Looms
- Are Penny Stocks a Good Fit for Your Portfolio?
- How Do Stock Buybacks Affect Shareholders?
- How to Choose Top Rated Stocks
- JPMorgan Chase & Co. Stock Can Hit $300 This Year
Receive News & Ratings for JPMorgan Hedged Equity Laddered Overlay ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Hedged Equity Laddered Overlay ETF and related companies with MarketBeat.com's FREE daily email newsletter.