Evolution Wealth Advisors LLC Invests $1.66 Million in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Evolution Wealth Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 26,660 shares of the company’s stock, valued at approximately $1,655,000. Evolution Wealth Advisors LLC owned about 0.25% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Thrivent Financial for Lutherans grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 133.8% in the 2nd quarter. Thrivent Financial for Lutherans now owns 90,869 shares of the company’s stock valued at $5,321,000 after purchasing an additional 52,002 shares during the period. Daymark Wealth Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the 2nd quarter. Daymark Wealth Partners LLC now owns 174,675 shares of the company’s stock worth $10,229,000 after purchasing an additional 11,759 shares in the last quarter. Susquehanna International Group LLP lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% during the 2nd quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock worth $3,834,000 after purchasing an additional 50,413 shares in the last quarter. Silver Lake Advisory LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $13,184,000. Finally, B. Riley Wealth Advisors Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $240,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3 %

NYSEARCA:HELO opened at $63.18 on Thursday. The business’s 50-day moving average price is $62.67 and its two-hundred day moving average price is $61.01. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $53.53 and a twelve month high of $63.42. The stock has a market cap of $684.24 million, a P/E ratio of 24.88 and a beta of 0.56.

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.