JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Pennsylvania Capital Management Inc. ADV

Pennsylvania Capital Management Inc. ADV increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 321.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 95,233 shares of the company’s stock after purchasing an additional 72,654 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 2.0% of Pennsylvania Capital Management Inc. ADV’s holdings, making the stock its 11th largest holding. Pennsylvania Capital Management Inc. ADV owned about 0.88% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,908,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. CENTRAL TRUST Co boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% during the 4th quarter. CENTRAL TRUST Co now owns 286,430 shares of the company’s stock worth $17,770,000 after acquiring an additional 51,246 shares in the last quarter. DAVENPORT & Co LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 184.6% during the 4th quarter. DAVENPORT & Co LLC now owns 17,157 shares of the company’s stock worth $1,064,000 after buying an additional 11,129 shares during the last quarter. Total Clarity Wealth Management Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the 4th quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after buying an additional 386 shares in the last quarter. Clear Creek Financial Management LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 105.9% in the 4th quarter. Clear Creek Financial Management LLC now owns 41,442 shares of the company’s stock valued at $2,571,000 after buying an additional 21,310 shares during the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $10,680,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $62.58 on Tuesday. The company has a fifty day moving average of $62.77 and a two-hundred day moving average of $61.23. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.10 and a 1 year high of $63.50. The company has a market capitalization of $677.74 million, a PE ratio of 24.88 and a beta of 0.56.

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.