Ameritas Advisory Services LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 4.0% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 60,494 shares of the company’s stock after buying an additional 2,352 shares during the quarter. Ameritas Advisory Services LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,699,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cary Street Partners Asset Management LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 55.3% during the 3rd quarter. Cary Street Partners Asset Management LLC now owns 71,143 shares of the company’s stock valued at $4,350,000 after purchasing an additional 25,339 shares in the last quarter. Legacy CG LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $366,000. Janney Montgomery Scott LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 62.1% during the third quarter. Janney Montgomery Scott LLC now owns 77,756 shares of the company’s stock worth $4,754,000 after buying an additional 29,776 shares in the last quarter. Indie Asset Partners LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 23.2% in the 3rd quarter. Indie Asset Partners LLC now owns 10,421 shares of the company’s stock worth $637,000 after acquiring an additional 1,961 shares during the last quarter. Finally, Clear Creek Financial Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 71.1% in the 3rd quarter. Clear Creek Financial Management LLC now owns 20,132 shares of the company’s stock valued at $1,231,000 after acquiring an additional 8,365 shares in the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.7 %
Shares of HELO opened at $61.59 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $50.47 and a 12-month high of $62.42. The company has a market cap of $667.02 million, a PE ratio of 24.88 and a beta of 0.56. The stock has a 50-day moving average price of $60.80 and a 200-day moving average price of $58.88.
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.
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