Stratos Wealth Advisors LLC Has $1.67 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Stratos Wealth Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 73.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 26,917 shares of the company’s stock after purchasing an additional 11,368 shares during the period. Stratos Wealth Advisors LLC owned about 0.25% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,670,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Lowe Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after buying an additional 675 shares in the last quarter. Claro Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $205,000. NBC Securities Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $223,000. MCIA Inc purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $230,000. Finally, Monterey Private Wealth Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.85 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.10 and a fifty-two week high of $63.50. The firm’s 50-day simple moving average is $62.76 and its 200 day simple moving average is $61.29. The stock has a market cap of $680.67 million, a PE ratio of 24.88 and a beta of 0.56.

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.