14,795 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Hicks Capital Management LLC

Hicks Capital Management LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, HoldingsChannel reports. The fund purchased 14,795 shares of the company’s stock, valued at approximately $926,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 1.5% of Hicks Capital Management LLC’s portfolio, making the stock its 15th biggest holding.

Other large investors also recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares in the last quarter. ORG Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $30,000. Avion Wealth purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $51,000. Assetmark Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after purchasing an additional 175 shares in the last quarter. Finally, Compass Financial Services Inc purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $64,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3%

NYSEARCA HELO opened at $65.62 on Friday. The stock’s 50 day moving average is $64.85 and its 200 day moving average is $62.81. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $66.01. The stock has a market cap of $3.51 billion, a PE ratio of 25.99 and a beta of 0.58.

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.