JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Purchased by Peterson Wealth Advisors LLC

Peterson Wealth Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 7.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 598,273 shares of the company’s stock after purchasing an additional 42,666 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 6.7% of Peterson Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Peterson Wealth Advisors LLC owned approximately 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $37,332,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Thrivent Financial for Lutherans increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 133.8% during the 2nd quarter. Thrivent Financial for Lutherans now owns 90,869 shares of the company’s stock worth $5,321,000 after purchasing an additional 52,002 shares in the last quarter. Daymark Wealth Partners LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% during the second quarter. Daymark Wealth Partners LLC now owns 174,675 shares of the company’s stock worth $10,229,000 after buying an additional 11,759 shares during the last quarter. Susquehanna International Group LLP raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% in the second quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock valued at $3,834,000 after acquiring an additional 50,413 shares during the last quarter. Silver Lake Advisory LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $13,184,000. Finally, B. Riley Wealth Advisors Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $240,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $63.18 on Thursday. The stock has a market capitalization of $684.24 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a fifty day moving average price of $62.68 and a 200 day moving average price of $61.02. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $53.53 and a fifty-two week high of $63.42.

JPMorgan Hedged Equity Laddered Overlay ETF 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.