Denver PWM LLC Invests $1.60 Million in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Denver PWM LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 27,237 shares of the company’s stock, valued at approximately $1,595,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 0.6% of Denver PWM LLC’s investment portfolio, making the stock its 26th largest position. Denver PWM LLC owned 0.25% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Lowe Wealth Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $27,000. Capital Advisors Ltd. LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% in the first quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after acquiring an additional 550 shares during the period. Annapolis Financial Services LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $35,000. Sprinkle Financial Consultants LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.7% in the second quarter. Sprinkle Financial Consultants LLC now owns 6,628 shares of the company’s stock worth $388,000 after buying an additional 640 shares during the period. Finally, Breakwater Capital Group lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.8% in the second quarter. Breakwater Capital Group now owns 9,726 shares of the company’s stock valued at $570,000 after acquiring an additional 947 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.4 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $59.19 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $48.71 and a 12-month high of $60.41. The firm has a market capitalization of $641.03 million, a PE ratio of 24.88 and a beta of 0.56. The firm has a 50-day moving average price of $58.93 and a 200-day moving average price of $57.15.

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.