Brookstone Capital Management Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

by · The Cerbat Gem

Brookstone Capital Management raised its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report) by 18.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 46,432 shares of the company’s stock after purchasing an additional 7,284 shares during the quarter. Brookstone Capital Management owned 0.43% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,839,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $27,000. Annapolis Financial Services LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $35,000. Stephens Consulting LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $57,000. Capital Advisors Ltd. LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during 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. Finally, SouthState Corp purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth $117,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.0 %

Shares of HELO stock opened at $61.26 on Friday. The firm has a fifty day moving average price of $59.67 and a 200 day moving average price of $58.03. The company has a market cap of $663.45 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $48.71 and a 12 month high of $61.78.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

(Free Report)

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.

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