Alaska Permanent Capital Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 116,202 shares of the company’s stock, valued at approximately $7,271,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 0.6% of Alaska Permanent Capital Management LLC’s holdings, making the stock its 19th largest holding.
Other large investors have also modified their holdings of the company. Signature Estate & Investment Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $687,000. Reyes Financial Architecture Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% during the first quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock valued at $388,000 after buying an additional 873 shares during the period. Prairieview Wealth Partners LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% during the first quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock valued at $6,867,000 after buying an additional 3,360 shares during the period. Thoroughbred Financial Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% during the first quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock valued at $2,221,000 after buying an additional 2,330 shares during the period. Finally, Prime Capital Investment Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $841,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
Shares of NYSEARCA HELO opened at $64.91 on Monday. The firm has a market capitalization of $3.47 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The stock has a 50 day moving average price of $64.55 and a 200 day moving average price of $62.36. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $65.25.
About JPMorgan Hedged Equity Laddered Overlay ETF
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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