Advisory Services Network LLC Has $4.16 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Advisory Services Network LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 31.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 67,118 shares of the company’s stock after buying an additional 15,961 shares during the quarter. Advisory Services Network LLC owned approximately 0.62% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,164,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Harbour Investments Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after buying an additional 206 shares in the last quarter. BCGM Wealth Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the 4th quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock valued at $361,000 after acquiring an additional 278 shares during the last quarter. John W. Brooker & Co. CPAs raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the 4th quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after acquiring an additional 279 shares during the last quarter. Sanctuary Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% during the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after acquiring an additional 356 shares during the last quarter. Finally, Truist Financial Corp raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after acquiring an additional 384 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $58.88 on Thursday. The firm has a fifty day moving average of $61.10 and a two-hundred day moving average of $61.88. The stock has a market capitalization of $2.73 billion, a price-to-earnings ratio of 24.02 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week high of $63.81.

JPMorgan Hedged Equity Laddered Overlay ETF 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.