JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 42.7% during the second quarter, HoldingsChannel reports. The firm owned 5,350 shares of the company’s stock after purchasing an additional 1,600 shares during the quarter. Pasadena Private Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $335,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Signature Estate & Investment Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $687,000. Reyes Financial Architecture Inc. raised its holdings 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 worth $388,000 after purchasing an additional 873 shares during the last quarter. Prairieview Wealth Partners LLC raised its holdings 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 worth $6,867,000 after purchasing an additional 3,360 shares during the last quarter. Thoroughbred Financial Services LLC raised its holdings 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 worth $2,221,000 after purchasing an additional 2,330 shares during the last quarter. Finally, Prime Capital Investment Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.56 on Monday. The firm has a fifty day moving average price of $64.70 and a 200 day moving average price of $62.64. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $65.67. The stock has a market cap of $3.51 billion, a PE ratio of 25.99 and a beta of 0.56.

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.