Atria Investments Inc Purchases Shares of 156,567 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Atria Investments Inc purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 156,567 shares of the company’s stock, valued at approximately $9,572,000.

A number of other hedge funds also recently made changes to their positions in HELO. Concurrent Investment Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $605,000. Thoroughbred Financial Services LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $890,000. Avantax Advisory Services Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $214,000. Orion Portfolio Solutions LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $4,270,000. Finally, Osaic Holdings Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% during the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock valued at $7,600,000 after acquiring an additional 100,805 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2 %

NYSEARCA:HELO opened at $62.79 on Monday. The firm has a market capitalization of $680.02 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The firm’s fifty day simple moving average is $60.96 and its 200 day simple moving average is $59.01. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $50.58 and a twelve month high of $62.85.

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.