JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Retirement Guys Formula LLC

Retirement Guys Formula LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,528 shares of the company’s stock after purchasing an additional 2,190 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.5% of Retirement Guys Formula LLC’s holdings, making the stock its 13th biggest holding. Retirement Guys Formula LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,015,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Sanctuary Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after buying an additional 356 shares during the period. 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 buying an additional 384 shares during the period. Global Retirement Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 145.8% in the fourth quarter. Global Retirement Partners LLC now owns 7,121 shares of the company’s stock valued at $442,000 after acquiring an additional 4,224 shares during the last quarter. Sigma Planning Corp grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 130.6% in the fourth quarter. Sigma Planning Corp now owns 15,957 shares of the company’s stock worth $990,000 after acquiring an additional 9,037 shares during the period. Finally, MONECO Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 101.6% during the fourth quarter. MONECO Advisors LLC now owns 16,083 shares of the company’s stock worth $998,000 after acquiring an additional 8,107 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

NYSEARCA:HELO opened at $62.11 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $55.83 and a 52 week high of $63.81. The stock’s fifty day moving average is $60.53 and its two-hundred day moving average is $61.29. The company has a market capitalization of $3.19 billion, a P/E ratio of 25.10 and a beta of 0.56.

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.