Allred Capital Management LLC Purchases New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Allred Capital Management LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 6,233 shares of the company’s stock, valued at approximately $387,000.

Several other large investors have also modified their holdings of the business. Harbour Investments Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after buying an additional 206 shares during the period. Assetmark Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $45,000. Lowe Wealth Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after acquiring an additional 675 shares during the period. Steward Partners Investment Advisory LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after acquiring an additional 1,670 shares in the last quarter. Finally, Whipplewood Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

HELO opened at $58.00 on Friday. The stock’s fifty day moving average is $60.55 and its two-hundred day moving average is $61.76. The company has a market capitalization of $2.69 billion, a P/E ratio of 24.02 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.24 and a 52 week 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.