Apexium Financial LP Boosts Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Apexium Financial LP raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 99.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 17,597 shares of the company’s stock after acquiring an additional 8,774 shares during the period. Apexium Financial LP’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,092,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Legacy Financial Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after acquiring an additional 812,471 shares during the period. SK Wealth Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $16,732,000. Wealth Enhancement Advisory Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after buying an additional 253,875 shares during the last quarter. Raymond James & Associates increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% in the 3rd quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock valued at $19,314,000 after acquiring an additional 233,895 shares during the period. Finally, Silver Lake Advisory LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at approximately $13,184,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2 %

Shares of HELO stock opened at $63.35 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $53.60 and a twelve month high of $63.50. The business’s 50 day moving average is $62.72 and its two-hundred day moving average is $61.08. The company has a market capitalization of $686.08 million, a P/E 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.