Crewe Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor bought 132,739 shares of the company’s stock, valued at approximately $8,307,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.2% of Crewe Advisors LLC’s holdings, making the stock its 20th largest position.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% during the 1st quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock worth $133,781,000 after acquiring an additional 703,364 shares during the last quarter. Forvis Mazars Wealth Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% during the 2nd quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock worth $135,397,000 after acquiring an additional 268,943 shares during the last quarter. LPL Financial LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the 1st quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after acquiring an additional 765,200 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock worth $111,868,000 after acquiring an additional 373,033 shares during the last quarter. Finally, Cetera Investment Advisers boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the 1st quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after acquiring an additional 547,444 shares during the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.91 on Monday. The company’s fifty day simple moving average is $64.55 and its 200-day simple moving average is $62.36. The stock has a market capitalization of $3.47 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25.
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.
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