JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Stock Position Increased by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 70,069 shares of the company’s stock after buying an additional 3,199 shares during the quarter. Cyndeo Wealth Partners LLC owned 0.65% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,347,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Carr Financial Group Corp grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 95.0% in the 4th quarter. Carr Financial Group Corp now owns 359,380 shares of the company’s stock worth $22,296,000 after acquiring an additional 175,083 shares during the last quarter. Smallwood Wealth Investment Management LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 129.9% in the 4th quarter. Smallwood Wealth Investment Management LLC now owns 21,889 shares of the company’s stock valued at $1,358,000 after purchasing an additional 12,367 shares during the period. Capital Planning Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 41.8% in the 4th quarter. Capital Planning Advisors LLC now owns 168,919 shares of the company’s stock worth $10,480,000 after purchasing an additional 49,826 shares in the last quarter. Peterson Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the 4th quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock worth $37,332,000 after buying an additional 42,666 shares during the period. Finally, Janney Montgomery Scott LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 16.4% during the fourth quarter. Janney Montgomery Scott LLC now owns 90,496 shares of the company’s stock valued at $5,614,000 after buying an additional 12,740 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $63.35 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50. The company has a 50-day moving average of $62.69 and a two-hundred day moving average of $61.04. The stock has a market cap of $686.08 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.