Tyler Stone Wealth Management Has $3.64 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Tyler Stone Wealth Management increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 77.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 58,702 shares of the company’s stock after buying an additional 25,656 shares during the period. Tyler Stone Wealth Management owned 0.54% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,642,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Strategic Financial Concepts LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after purchasing an additional 2,010,101 shares in the last quarter. Forvis Mazars Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 43.3% during the 4th quarter. Forvis Mazars Wealth Advisors LLC now owns 1,385,589 shares of the company’s stock worth $85,962,000 after buying an additional 418,404 shares in the last quarter. LPL Financial LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 99.9% during the 4th quarter. LPL Financial LLC now owns 1,193,554 shares of the company’s stock worth $74,048,000 after buying an additional 596,418 shares in the last quarter. Raymond James Financial Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $72,681,000. Finally, Dynasty Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $63,630,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

HELO stock opened at $60.89 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The company has a market cap of $2.77 billion, a P/E ratio of 25.69 and a beta of 0.56. The business has a fifty day moving average of $62.19 and a 200-day moving average of $62.02.

JPMorgan Hedged Equity Laddered Overlay ETF Increases Dividend

The company also recently disclosed a dividend, which will be paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th will be issued a dividend of $0.088 per share. This is a boost from JPMorgan Hedged Equity Laddered Overlay ETF’s previous dividend of $0.08. The ex-dividend date is Tuesday, March 25th.

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.