OneDigital Investment Advisors LLC Raises Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

OneDigital Investment Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 97.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 75,125 shares of the company’s stock after buying an additional 37,009 shares during the period. OneDigital Investment Advisors LLC owned 0.69% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,661,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Strategic Financial Concepts LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after buying an additional 2,010,101 shares during the period. Envestnet Asset Management Inc. raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.4% in the 4th quarter. Envestnet Asset Management Inc. now owns 1,538,267 shares of the company’s stock valued at $95,434,000 after purchasing an additional 144,949 shares in the last quarter. Forvis Mazars Wealth Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% in the 4th quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock worth $85,962,000 after purchasing an additional 418,404 shares during the period. JPMorgan Chase & Co. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 296.6% during the fourth quarter. JPMorgan Chase & Co. now owns 1,361,256 shares of the company’s stock valued at $84,452,000 after purchasing an additional 1,018,000 shares in the last quarter. Finally, LPL Financial LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 99.9% during the fourth quarter. LPL Financial LLC now owns 1,193,554 shares of the company’s stock valued at $74,048,000 after buying an additional 596,418 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.7 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $58.11 on Wednesday. The firm has a market cap of $2.70 billion, a P/E ratio of 24.02 and a beta of 0.56. The business has a fifty day moving average of $60.24 and a two-hundred day moving average of $61.71. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.48 and a twelve month high of $63.81.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.