Whipplewood Advisors LLC Buys New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Whipplewood Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 2,823 shares of the company’s stock, valued at approximately $175,000.

A number of other large investors have also recently bought and sold shares of HELO. Lowe Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after buying an additional 675 shares during the last quarter. Claro Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $205,000. IFP Advisors Inc lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 956.2% in the fourth quarter. IFP Advisors Inc now owns 3,475 shares of the company’s stock valued at $216,000 after acquiring an additional 3,146 shares during the period. Monterey Private Wealth Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $227,000. Finally, MCIA Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at approximately $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.2 %

Shares of NYSEARCA:HELO opened at $61.67 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.24 and a 12-month high of $63.81. The company has a market capitalization of $667.89 million, a PE ratio of 24.88 and a beta of 0.56. The business has a 50 day moving average of $62.73 and a two-hundred day moving average of $61.81.

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.