Madison Wealth Partners Inc Takes $218,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Madison Wealth Partners Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,722 shares of the company’s stock, valued at approximately $218,000.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Gradient Investments LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock worth $68,665,000 after buying an additional 389,405 shares during the period. CGC Financial Services LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% during the 2nd quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares during the period. Strategic Financial Concepts LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after acquiring an additional 993,855 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock worth $36,730,000 after purchasing an additional 622,152 shares during the period. Finally, Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 68.4% during the first quarter. Peterson Wealth Advisors LLC now owns 466,795 shares of the company’s stock worth $26,126,000 after purchasing an additional 189,530 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $60.12 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $60.41. The firm has a market cap of $651.10 million, a PE ratio of 24.88 and a beta of 0.56. The company’s 50 day moving average is $59.03 and its two-hundred day moving average is $57.41.

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.