Claro Advisors LLC Invests $207,000 in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Claro Advisors LLC bought a new position in 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 fund bought 3,300 shares of the company’s stock, valued at approximately $207,000.

Several other institutional investors have also added to or reduced their stakes in the company. Assetmark Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after acquiring an additional 175 shares in the last quarter. WESPAC Advisors LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% in the second quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock worth $360,000 after purchasing an additional 201 shares during the last quarter. Consolidated Portfolio Review Corp raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% during the second quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after purchasing an additional 205 shares in the last quarter. BCGM Wealth Management LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% during the first quarter. BCGM Wealth Management LLC now owns 6,093 shares of the company’s stock valued at $364,000 after purchasing an additional 267 shares during the last quarter. Finally, Resurgent Financial Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the first quarter. Resurgent Financial Advisors LLC now owns 6,928 shares of the company’s stock valued at $413,000 after purchasing an additional 332 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.5%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.17 on Friday. The company’s 50-day moving average price is $64.98 and its 200-day moving average price is $63.07. The company has a market cap of $3.55 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $66.01.

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.