Coppell Advisory Solutions LLC Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Coppell Advisory Solutions LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 16.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 53,060 shares of the company’s stock after purchasing an additional 7,629 shares during the period. Coppell Advisory Solutions LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,298,000 as of its most recent SEC filing.

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

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.7 %

Shares of HELO stock opened at $58.11 on Wednesday. The firm has a fifty day moving average price of $60.24 and a 200 day moving average price of $61.71. The company has a market cap of $2.70 billion, a P/E ratio of 24.02 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.48 and a 12 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.