CAP Partners LLC Makes New $239,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

CAP Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,267 shares of the company’s stock, valued at approximately $239,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Daymark Wealth Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $2,034,000. Peterson Wealth Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $14,662,000. Orrstown Financial Services Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $875,000. Brookstone Capital Management acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $280,000. Finally, CGC Financial Services LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth about $28,292,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock traded up $0.17 during trading on Tuesday, hitting $58.72. 117,436 shares of the stock were exchanged, compared to its average volume of 145,513. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $48.71 and a 1-year high of $58.91. The stock has a market capitalization of $635.94 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The company has a fifty day moving average price of $57.17 and a 200-day moving average price of $55.39.

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.