JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Bought by Curtis Advisory Group LLC

Curtis Advisory Group LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 121,931 shares of the company’s stock after acquiring an additional 10,014 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 2.0% of Curtis Advisory Group LLC’s holdings, making the stock its 12th biggest position. Curtis Advisory Group LLC owned 1.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $7,565,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Lowe Wealth Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after buying an additional 675 shares during the period. Claro Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $205,000. Monterey Private Wealth Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $227,000. MCIA Inc purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth $230,000. Finally, Oak Harvest Investment Services purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $231,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $62.85 on Friday. The business’s 50-day moving average is $62.76 and its two-hundred day moving average is $61.71. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81. The firm 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 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.