Private Trust Co. NA Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Private Trust Co. NA bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 5,578 shares of the company’s stock, valued at approximately $341,000. Private Trust Co. NA owned approximately 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in HELO. Blue Trust Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $325,000. HBW Advisory Services LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% during the third quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock worth $1,672,000 after purchasing an additional 13,983 shares during the last quarter. Summit Wealth Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock worth $410,000 after purchasing an additional 432 shares in the last quarter. NBC Securities Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $223,000. Finally, Private Advisor Group LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $2,313,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.1 %

Shares of NYSEARCA HELO opened at $62.96 on Thursday. The company has a market capitalization of $681.86 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s 50 day moving average price is $61.76 and its 200-day moving average price is $59.65. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $52.00 and a twelve month high of $63.01.

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.