JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by DeDora Capital Inc.

DeDora Capital Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 58.4% in the 1st quarter, HoldingsChannel reports. The firm owned 8,945 shares of the company’s stock after purchasing an additional 3,297 shares during the period. DeDora Capital Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $501,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in HELO. Global Retirement Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $33,000. Capital Advisors Ltd. LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $51,000. John W. Brooker & Co. CPAs acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at about $259,000. Brookstone Capital Management acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $280,000. Finally, Sprinkle Financial Consultants LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $316,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.0 %

Shares of NYSEARCA HELO traded up $0.56 on Friday, reaching $55.68. 497,785 shares of the company traded hands, compared to its average volume of 134,979. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $48.71 and a fifty-two week high of $56.08. The company has a 50 day moving average of $55.38 and a 200 day moving average of $53.51. The stock has a market capitalization of $491.65 million, a PE ratio of 25.39 and a beta of 0.51.

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.