Prairieview Wealth Partners LLC Buys 1,804 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Prairieview Wealth Partners LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 111,709 shares of the company’s stock after buying an additional 1,804 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 7.5% of Prairieview Wealth Partners LLC’s investment portfolio, making the stock its 6th biggest position. Prairieview Wealth Partners LLC owned about 1.03% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,930,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Lowe Wealth Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after acquiring an additional 675 shares during the last quarter. Claro Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $205,000. NBC Securities Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $223,000. Monterey Private Wealth Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $227,000. Finally, MCIA Inc bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.90 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.10 and a 12-month high of $63.50. The business’s 50-day moving average price is $62.75 and its two-hundred day moving average price is $61.44. The stock has a market cap of $681.21 million, a PE ratio of 24.88 and a beta of 0.56.

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.