InterOcean Capital Group LLC Buys Shares of 26,364 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

InterOcean Capital Group LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 26,364 shares of the company’s stock, valued at approximately $1,394,000.

Several other large investors also recently modified their holdings of HELO. Shore Point Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $2,208,000. Cary Street Partners Investment Advisory LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $4,125,000. TCG Advisory Services LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $1,626,000. Cary Street Partners Asset Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $461,000. Finally, Kestra Private Wealth Services LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $628,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO traded up $0.14 during midday trading on Thursday, reaching $57.32. 19,818 shares of the company’s stock traded hands, compared to its average volume of 139,645. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $48.71 and a 52 week high of $57.56. The firm has a fifty day moving average of $55.78 and a two-hundred day moving average of $54.16. The stock has a market capitalization of $620.78 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF 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.