JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Legacy Financial Group LLC

Legacy Financial Group LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 978.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 895,479 shares of the company’s stock after purchasing an additional 812,471 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 0.0% of Legacy Financial Group LLC’s portfolio, making the stock its 3rd biggest holding. Legacy Financial Group LLC owned about 8.27% of JPMorgan Hedged Equity Laddered Overlay ETF worth $55,556,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in HELO. CAP Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares in the last quarter. Lowe Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after buying an additional 372 shares during the last quarter. Summit Wealth Partners LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after purchasing an additional 432 shares during the last quarter. Sprinkle Financial Consultants LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after purchasing an additional 469 shares during the last quarter. Finally, Centaurus Financial Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after purchasing an additional 904 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $63.35 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $53.60 and a 52-week high of $63.50. The stock has a market capitalization of $686.08 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s 50 day moving average price is $62.72 and its 200-day moving average price is $61.08.

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.