26,660 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Purchased by Evolution Wealth Advisors LLC

Evolution Wealth Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 26,660 shares of the company’s stock, valued at approximately $1,655,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. CAP Partners LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after purchasing an additional 257 shares during the period. Lowe Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after buying an additional 372 shares during the period. Summit Wealth Partners LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock worth $410,000 after buying an additional 432 shares during the period. Sprinkle Financial Consultants LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after buying an additional 469 shares during the period. Finally, Centaurus Financial Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after buying an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $63.18 on Thursday. The business’s 50 day moving average price is $62.67 and its 200-day moving average price is $61.01. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $53.53 and a fifty-two week high of $63.42. The company has a market cap of $684.24 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.