Consolidated Portfolio Review Corp Purchases 205 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Consolidated Portfolio Review Corp increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 3.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,118 shares of the company’s stock after purchasing an additional 205 shares during the quarter. Consolidated Portfolio Review Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $383,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% in the first quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock worth $133,781,000 after purchasing an additional 703,364 shares in the last quarter. LPL Financial LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% in the first quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after purchasing an additional 765,200 shares in the last quarter. Forvis Mazars Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 36.7% during the 1st quarter. Forvis Mazars Wealth Advisors LLC now owns 1,894,647 shares of the company’s stock valued at $113,073,000 after acquiring an additional 509,058 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after acquiring an additional 373,033 shares in the last quarter. Finally, Cetera Investment Advisers boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the 1st quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock valued at $90,473,000 after acquiring an additional 547,444 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.0%

Shares of NYSEARCA HELO opened at $65.09 on Friday. The stock has a market capitalization of $3.46 billion, a PE ratio of 25.99 and a beta of 0.56. The stock’s fifty day simple moving average is $64.19 and its two-hundred day simple moving average is $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $65.24.

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.