MONECO Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 101.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 16,083 shares of the company’s stock after buying an additional 8,107 shares during the period. MONECO Advisors LLC owned approximately 0.15% of JPMorgan Hedged Equity Laddered Overlay ETF worth $998,000 as of its most recent filing with the SEC.
Several other large investors have also recently bought and sold shares of the stock. Lowe Wealth Advisors LLC lifted its holdings in shares of 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 acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $205,000. Monterey Private Wealth Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $227,000. MCIA Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $230,000. Finally, Oak Harvest Investment Services acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $231,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.3 %
NYSEARCA HELO opened at $62.85 on Monday. 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 company has a 50 day moving average of $62.76 and a 200-day moving average of $61.74. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-year high of $63.81.
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.
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