JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) is Peterson Wealth Advisors LLC’s 5th Largest Position

Peterson Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 555,607 shares of the company’s stock after purchasing an additional 45,261 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 6.4% of Peterson Wealth Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Peterson Wealth Advisors LLC owned 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $33,970,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Financial Management Professionals Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 8.7% during the third quarter. Financial Management Professionals Inc. now owns 43,240 shares of the company’s stock valued at $2,644,000 after acquiring an additional 3,447 shares during the last quarter. Consolidated Portfolio Review Corp purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $310,000. Wealth Enhancement Advisory Services LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after acquiring an additional 253,875 shares during the last quarter. Arkadios Wealth Advisors purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $458,000. Finally, Convergence Financial LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 35.0% during the third quarter. Convergence Financial LLC now owns 25,044 shares of the company’s stock valued at $1,531,000 after acquiring an additional 6,493 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0 %

Shares of HELO opened at $61.85 on Monday. The business has a 50-day simple moving average of $60.55 and a two-hundred day simple moving average of $58.53. The stock has a market cap of $669.84 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.71 and a 52 week high of $62.09.

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.