135,947 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by Lifelong Wealth Advisors Inc.

Lifelong Wealth Advisors Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 135,947 shares of the company’s stock, valued at approximately $8,508,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 2.8% of Lifelong Wealth Advisors Inc.’s portfolio, making the stock its 6th biggest holding.

Other hedge funds have also bought and sold shares of the company. Hazlett Burt & Watson Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after acquiring an additional 401 shares during the period. Parallel Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $30,000. Compass Financial Services Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $64,000. AE Wealth Management LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% in the first quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock worth $100,000 after buying an additional 576 shares during the last quarter. Finally, Lowe Wealth Advisors LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% in the first quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock worth $125,000 after buying an additional 594 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $64.93 on Wednesday. The business has a fifty day simple moving average of $63.76 and a two-hundred day simple moving average of $61.63. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $65.03. The company has a market capitalization of $3.46 billion, a P/E ratio of 25.99 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.