Foundations Investment Advisors LLC Grows Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Foundations Investment Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 24.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,195 shares of the company’s stock after buying an additional 5,475 shares during the period. Foundations Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,749,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Lowe Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after acquiring an additional 372 shares in the last quarter. Centaurus Financial Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares in the last quarter. Claro Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at $205,000. NBC Securities Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $223,000. Finally, MCIA Inc acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $63.20 on Wednesday. The company’s fifty day moving average price is $62.73 and its two-hundred day moving average price is $61.13. The firm has a market capitalization of $684.46 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $53.60 and a 12 month high of $63.50.

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.