Security National Bank Has $1.18 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Security National Bank raised its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 77.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,249 shares of the company’s stock after purchasing an additional 8,387 shares during the quarter. Security National Bank’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,177,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Lowe Wealth Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $27,000. Annapolis Financial Services LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $35,000. Stephens Consulting LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $57,000. Capital Advisors Ltd. LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% during the 1st quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after purchasing an additional 550 shares in the last quarter. Finally, SouthState Corp bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $117,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $60.69 on Tuesday. The company has a fifty day moving average price of $59.53 and a two-hundred day moving average price of $57.94. The stock has a market cap of $657.27 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $48.71 and a one year high of $61.18.

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.