Archford Capital Strategies LLC Purchases 46,296 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Archford Capital Strategies LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1,224.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 50,076 shares of the company’s stock after acquiring an additional 46,296 shares during the quarter. Archford Capital Strategies LLC owned about 0.11% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,989,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Retirement Guys Formula LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.5% in the first quarter. Retirement Guys Formula LLC now owns 50,528 shares of the company’s stock valued at $3,015,000 after acquiring an additional 2,190 shares during the period. Consolidated Portfolio Review Corp lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 17.1% during the first quarter. Consolidated Portfolio Review Corp now owns 5,913 shares of the company’s stock valued at $353,000 after purchasing an additional 864 shares during the last quarter. Valmark Advisers Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $260,000. Oppenheimer & Co. Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at approximately $4,862,000. Finally, Consolidated Planning Corp lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% during the first quarter. Consolidated Planning Corp now owns 471,034 shares of the company’s stock valued at $28,111,000 after purchasing an additional 23,170 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.27 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $55.83 and a 1 year high of $63.81. The firm has a market cap of $3.20 billion, a PE ratio of 25.10 and a beta of 0.56. The company has a 50 day simple moving average of $60.61 and a two-hundred day simple moving average of $61.29.

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.