Resurgent Financial Advisors LLC Reduces Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Resurgent Financial Advisors LLC lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,596 shares of the company’s stock after selling 529 shares during the quarter. Resurgent Financial Advisors LLC owned approximately 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $409,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. United Capital Financial Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $789,000. CreativeOne Wealth LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 47.8% in the fourth quarter. CreativeOne Wealth LLC now owns 169,775 shares of the company’s stock worth $10,533,000 after purchasing an additional 54,939 shares in the last quarter. Mariner LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 9.3% in the fourth quarter. Mariner LLC now owns 236,438 shares of the company’s stock worth $14,669,000 after purchasing an additional 20,065 shares in the last quarter. Sagespring Wealth Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $59,009,000. Finally, Townsquare Capital LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 11.1% during the 4th quarter. Townsquare Capital LLC now owns 34,121 shares of the company’s stock valued at $2,117,000 after purchasing an additional 3,412 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1 %

HELO opened at $58.52 on Wednesday. The company has a market capitalization of $2.72 billion, a price-to-earnings ratio of 24.02 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.24 and a 12-month high of $63.81. The business’s fifty day simple moving average is $60.74 and its 200-day simple moving average is $61.81.

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.