RWA Wealth Partners LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 873,399 shares of the company’s stock, valued at approximately $54,657,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 0.7% of RWA Wealth Partners LLC’s portfolio, making the stock its 22nd biggest holding. RWA Wealth Partners LLC owned about 1.68% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. raised its holdings 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 worth $26,000 after purchasing an additional 401 shares during the last quarter. ORG Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $30,000. Avion Wealth bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth approximately $51,000. Assetmark Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the second quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares during the period. Finally, Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $64,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
HELO opened at $65.27 on Friday. The company has a fifty day moving average price of $65.00 and a two-hundred day moving average price of $63.12. The firm has a market capitalization of $3.56 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $66.01.
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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