WESPAC Advisors LLC Acquires Shares of 5,843 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WESPAC Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 5,843 shares of the company’s stock, valued at approximately $362,000.

Several other hedge funds also recently added to or reduced their stakes in the stock. Denver PWM LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 14.6% in the fourth quarter. Denver PWM LLC now owns 32,555 shares of the company’s stock valued at $2,020,000 after purchasing an additional 4,149 shares during the period. Curtis Advisory Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% during the fourth quarter. Curtis Advisory Group LLC now owns 121,931 shares of the company’s stock valued at $7,565,000 after acquiring an additional 10,014 shares in the last quarter. Sigma Planning Corp grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 130.6% during the fourth quarter. Sigma Planning Corp now owns 15,957 shares of the company’s stock valued at $990,000 after acquiring an additional 9,037 shares in the last quarter. Indie Asset Partners LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 18.0% during the fourth quarter. Indie Asset Partners LLC now owns 12,292 shares of the company’s stock valued at $763,000 after acquiring an additional 1,871 shares in the last quarter. Finally, Concurrent Investment Advisors LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.7% during the fourth quarter. Concurrent Investment Advisors LLC now owns 30,375 shares of the company’s stock valued at $1,884,000 after acquiring an additional 7,133 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.85 on Friday. The business has a 50-day moving average of $62.76 and a 200-day moving average of $61.71. The company has a market capitalization of $680.67 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $54.24 and a 1-year high of $63.81.

JPMorgan Hedged Equity Laddered Overlay ETF 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.