JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Holdings Lifted by Carr Financial Group Corp

Carr Financial Group Corp raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 95.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 359,380 shares of the company’s stock after acquiring an additional 175,083 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 6.9% of Carr Financial Group Corp’s holdings, making the stock its 2nd largest position. Carr Financial Group Corp owned 3.32% of JPMorgan Hedged Equity Laddered Overlay ETF worth $22,296,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Wealth Enhancement Advisory Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares in the last quarter. HighTower Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after buying an additional 167,439 shares during the last quarter. Peterson Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the fourth quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock valued at $37,332,000 after purchasing an additional 42,666 shares during the period. Consolidated Planning Corp raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% during the 3rd quarter. Consolidated Planning Corp now owns 420,226 shares of the company’s stock valued at $25,693,000 after purchasing an additional 34,224 shares during the period. Finally, JPMorgan Chase & Co. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the third quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock valued at $20,987,000 after acquiring an additional 89,742 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.2 %

Shares of HELO opened at $63.35 on Friday. The business’s 50 day moving average is $62.69 and its 200 day moving average is $61.04. The company has a market capitalization of $686.08 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $53.60 and a 12-month high of $63.50.

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.