Purkiss Capital Advisors LLC Buys 5,326 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Purkiss Capital Advisors LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,538 shares of the company’s stock after buying an additional 5,326 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises 1.1% of Purkiss Capital Advisors LLC’s portfolio, making the stock its 18th largest position. Purkiss Capital Advisors LLC owned approximately 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,911,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of HELO. Signature Estate & Investment Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at approximately $687,000. Reyes Financial Architecture Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% in the 1st quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock valued at $388,000 after purchasing an additional 873 shares during the period. Prairieview Wealth Partners LLC boosted its position 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 valued at $6,867,000 after purchasing an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in 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 period. Finally, Prime Capital Investment Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.75 on Tuesday. The firm has a market capitalization of $3.52 billion, a P/E ratio of 25.99 and a beta of 0.58. The business has a fifty day simple moving average of $64.74 and a two-hundred day simple moving average of $62.69. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.98.

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.