BCGM Wealth Management LLC Grows Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

BCGM Wealth Management LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.0% during the fourth quarter, HoldingsChannel reports. The firm owned 5,826 shares of the company’s stock after acquiring an additional 278 shares during the period. BCGM Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $361,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. Strategic Financial Concepts LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after purchasing an additional 2,010,101 shares in the last quarter. Forvis Mazars Wealth Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% in the 4th quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock worth $85,962,000 after purchasing an additional 418,404 shares in the last quarter. Legacy Financial Group LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after purchasing an additional 812,471 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares in the last quarter. Finally, HighTower Advisors LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% in the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock worth $38,820,000 after purchasing an additional 167,439 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $62.85 on Monday. The company’s 50 day simple moving average is $62.76 and its two-hundred day simple moving average is $61.74. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-year high of $63.81. The firm has a market capitalization of $680.67 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.