TCG Advisory Services LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 30,751 shares of the company’s stock, valued at approximately $1,626,000.
A number of other institutional investors and hedge funds have also made changes to their positions in HELO. Gradient Investments LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $42,663,000. CGC Financial Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $28,292,000. Peterson Wealth Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $14,662,000. Patten & Patten Inc. TN bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $4,438,000. Finally, Daymark Wealth Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $2,034,000.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.0 %
NYSEARCA:HELO traded up $0.56 during mid-day trading on Friday, reaching $55.68. 497,785 shares of the stock were exchanged, compared to its average volume of 134,979. The business has a fifty day moving average price of $55.36 and a 200 day moving average price of $53.45. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $48.71 and a 1-year high of $56.08. The firm has a market capitalization of $491.65 million, a PE ratio of 25.39 and a beta of 0.51.
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.
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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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