Prevail Innovative Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 7,242 shares of the company’s stock, valued at approximately $424,000.
Other large investors have also recently modified their holdings of the company. Lowe Wealth Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $27,000. Annapolis Financial Services LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $35,000. Stephens Consulting LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $57,000. Capital Advisors Ltd. LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during the first quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after buying an additional 550 shares during the last quarter. Finally, SouthState Corp bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $117,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %
Shares of NYSEARCA HELO opened at $60.10 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $48.71 and a twelve month high of $60.41. The firm has a fifty day simple moving average of $59.01 and a 200 day simple moving average of $57.35. The company has a market capitalization of $650.88 million, a PE ratio of 24.88 and a beta of 0.56.
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.
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