Monterey Private Wealth Inc. Purchases Shares of 3,664 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Monterey Private Wealth Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,664 shares of the company’s stock, valued at approximately $227,000.

Other large investors also recently modified their holdings of the company. Harbor Investment Advisory LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12.5% during the 4th quarter. Harbor Investment Advisory LLC now owns 60,336 shares of the company’s stock worth $3,743,000 after purchasing an additional 6,692 shares in the last quarter. Lionsbridge Wealth Management LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 20.2% in the fourth quarter. Lionsbridge Wealth Management LLC now owns 76,632 shares of the company’s stock worth $4,754,000 after acquiring an additional 12,881 shares in the last quarter. Shore Point Advisors LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 14.0% in the fourth quarter. Shore Point Advisors LLC now owns 44,267 shares of the company’s stock worth $2,746,000 after acquiring an additional 5,448 shares in the last quarter. Mechanics Bank Trust Department acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $574,000. Finally, Ameritas Advisory Services LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 74.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 105,687 shares of the company’s stock valued at $6,557,000 after acquiring an additional 45,193 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %

Shares of NYSEARCA:HELO opened at $62.70 on Tuesday. The stock’s 50 day moving average is $62.67 and its 200-day moving average is $60.95. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $53.03 and a twelve month high of $63.42. The firm has a market capitalization of $679.04 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.