JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Breakwater Capital Group

Breakwater Capital Group increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 31.7% in the first quarter, HoldingsChannel.com reports. The firm owned 17,304 shares of the company’s stock after acquiring an additional 4,166 shares during the quarter. Breakwater Capital Group’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,033,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Tyler Stone Wealth Management boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 77.6% during the 4th quarter. Tyler Stone Wealth Management now owns 58,702 shares of the company’s stock worth $3,642,000 after acquiring an additional 25,656 shares in the last quarter. Ausdal Financial Partners Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $1,897,000. Thrivent Financial for Lutherans lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 16.9% during the fourth quarter. Thrivent Financial for Lutherans now owns 128,132 shares of the company’s stock worth $8,057,000 after purchasing an additional 18,513 shares during the last quarter. Sincerus Advisory LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $1,804,000. Finally, Cetera Investment Advisers increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 27.0% in the fourth quarter. Cetera Investment Advisers now owns 968,518 shares of the company’s stock valued at $60,087,000 after purchasing an additional 205,983 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $61.57 on Thursday. The company has a fifty day simple moving average of $59.61 and a 200-day simple moving average of $61.40. The stock has a market cap of $3.15 billion, a price-to-earnings ratio of 25.43 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $55.83 and a 12-month high of $63.81.

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.