Mariner LLC Increases Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Mariner LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 236,438 shares of the company’s stock after acquiring an additional 20,065 shares during the quarter. Mariner LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $14,669,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Stifel Financial Corp purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at $934,000. Pine Valley Investments Ltd Liability Co grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.7% during the third quarter. Pine Valley Investments Ltd Liability Co now owns 103,121 shares of the company’s stock valued at $6,305,000 after acquiring an additional 21,727 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $542,000. Denver PWM LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.3% in the third quarter. Denver PWM LLC now owns 28,406 shares of the company’s stock worth $1,737,000 after acquiring an additional 1,169 shares in the last quarter. Finally, Copley Financial Group Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $233,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

Shares of NYSEARCA HELO opened at $58.00 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.81. The business has a 50 day moving average price of $60.55 and a two-hundred day moving average price of $61.76. The firm has a market cap of $2.69 billion, a PE ratio of 24.02 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.