CreativeOne Wealth LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 2,632.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 114,836 shares of the company’s stock after acquiring an additional 110,634 shares during the quarter. CreativeOne Wealth LLC owned approximately 1.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $7,021,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently modified their holdings of HELO. Lowe Wealth Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $27,000. Annapolis Financial Services LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $35,000. Stephens Consulting LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $57,000. SouthState Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $117,000. Finally, Centaurus Financial Inc. raised its stake in 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 valued at $159,000 after buying an additional 904 shares in the last quarter.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
NYSEARCA:HELO opened at $63.01 on Wednesday. The stock has a 50-day simple moving average of $61.70 and a 200-day simple moving average of $59.63. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $52.00 and a 1 year high of $63.01. The stock has a market cap of $682.40 million, a P/E ratio of 24.88 and a beta of 0.56.
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.
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