WESPAC Advisors LLC Invests $362,000 in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WESPAC Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 5,843 shares of the company’s stock, valued at approximately $362,000. WESPAC Advisors LLC owned about 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Strategic Financial Concepts LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after buying an additional 2,010,101 shares during the last quarter. Legacy Financial Group LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after buying an additional 812,471 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after buying an additional 253,875 shares during the last quarter. HighTower Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock worth $38,820,000 after buying an additional 167,439 shares during the last quarter. Finally, Peterson Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the 4th quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock worth $37,332,000 after buying an additional 42,666 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.3 %

HELO stock opened at $62.85 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81. The company has a market cap of $680.67 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a fifty day simple moving average of $62.76 and a 200-day simple moving average of $61.71.

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.