Resurgent Financial Advisors LLC Decreases Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Resurgent Financial Advisors LLC reduced its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,596 shares of the company’s stock after selling 529 shares during the period. Resurgent Financial Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $409,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Harbour Investments Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares in the last quarter. BCGM Wealth Management LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% during the 4th quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock worth $361,000 after purchasing an additional 278 shares during the last quarter. John W. Brooker & Co. CPAs grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock worth $1,136,000 after buying an additional 279 shares in the last quarter. Sanctuary Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after buying an additional 356 shares during the last quarter. Finally, Truist Financial Corp raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after buying an additional 384 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1 %

HELO opened at $58.52 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The firm has a market capitalization of $2.72 billion, a PE ratio of 24.02 and a beta of 0.56. The firm’s 50-day moving average price is $60.74 and its 200 day moving average price is $61.81.

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.