Daymark Wealth Partners LLC Raises Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Daymark Wealth Partners LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.0% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 148,616 shares of the company’s stock after acquiring an additional 1,416 shares during the quarter. Daymark Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $9,300,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. WESPAC Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% during the 2nd quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock valued at $360,000 after purchasing an additional 201 shares during the last quarter. Consolidated Portfolio Review Corp boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% during the 2nd quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after purchasing an additional 205 shares during the last quarter. BCGM Wealth Management LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the 1st quarter. BCGM Wealth Management LLC now owns 6,093 shares of the company’s stock valued at $364,000 after purchasing an additional 267 shares during the last quarter. Resurgent Financial Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the 1st quarter. Resurgent Financial Advisors LLC now owns 6,928 shares of the company’s stock valued at $413,000 after purchasing an additional 332 shares during the last quarter. Finally, Hazlett Burt & Watson Inc. boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

Shares of HELO opened at $65.79 on Wednesday. The company has a market cap of $3.52 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.98. The business’s fifty day simple moving average is $64.78 and its two-hundred day simple moving average is $62.74.

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.