Summit Wealth Partners LLC Has $701,000 Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Summit Wealth Partners LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 44.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,302 shares of the company’s stock after buying an additional 3,460 shares during the quarter. Summit Wealth Partners LLC owned approximately 0.10% of JPMorgan Hedged Equity Laddered Overlay ETF worth $701,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the company. Nvwm LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $875,000. Stratos Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 73.1% in the 4th quarter. Stratos Wealth Advisors LLC now owns 26,917 shares of the company’s stock worth $1,670,000 after purchasing an additional 11,368 shares during the last quarter. Stratos Wealth Partners LTD. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 21.8% in the 4th quarter. Stratos Wealth Partners LTD. now owns 29,889 shares of the company’s stock worth $1,854,000 after purchasing an additional 5,348 shares during the last quarter. HTG Investment Advisors Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $931,000. Finally, Stephens Consulting LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 11.3% in the 4th quarter. Stephens Consulting LLC now owns 85,271 shares of the company’s stock worth $5,290,000 after purchasing an additional 8,657 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1 %

Shares of NYSEARCA HELO opened at $62.85 on Thursday. The business’s 50 day moving average is $62.76 and its two-hundred day moving average is $61.29. The company has a market cap of $680.67 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.10 and a 12 month high of $63.50.

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.