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

OneDigital Investment Advisors LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 97.1% during the 4th quarter, Holdings Channel reports. The firm owned 75,125 shares of the company’s stock after purchasing an additional 37,009 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,661,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of HELO. Strategic Financial Concepts LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after buying an additional 2,010,101 shares during the last quarter. Raymond James Financial Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $72,681,000. Dynasty Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth approximately $63,630,000. JPMorgan Chase & Co. increased its position 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 worth $84,452,000 after purchasing an additional 1,018,000 shares in the last quarter. Finally, Sagespring Wealth Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $59,009,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.7 %

Shares of HELO opened at $58.11 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $54.48 and a 52-week high of $63.81. The stock has a market cap of $2.70 billion, a PE ratio of 24.02 and a beta of 0.56. The firm’s fifty day moving average is $60.24 and its two-hundred day moving average is $61.71.

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.