JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by USAdvisors Wealth Management LLC

USAdvisors Wealth Management LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 25.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 143,068 shares of the company’s stock after purchasing an additional 28,719 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 3.3% of USAdvisors Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. USAdvisors Wealth Management LLC owned about 0.28% of JPMorgan Hedged Equity Laddered Overlay ETF worth $8,950,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in HELO. Parallel Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $30,000. NBC Securities Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 113,500.0% during the first quarter. NBC Securities Inc. now owns 4,544 shares of the company’s stock worth $271,000 after purchasing an additional 4,540 shares during the period. Ehrlich Financial Group acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $224,000. Orrstown Financial Services Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 18.3% during the first quarter. Orrstown Financial Services Inc. now owns 103,536 shares of the company’s stock worth $6,179,000 after purchasing an additional 16,017 shares during the period. Finally, Patriot Financial Group Insurance Agency LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 79.8% during the first quarter. Patriot Financial Group Insurance Agency LLC now owns 24,940 shares of the company’s stock worth $1,488,000 after purchasing an additional 11,066 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.10 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.25. The business has a fifty day simple moving average of $64.22 and a 200 day simple moving average of $62.01. The stock has a market cap of $3.42 billion, a PE ratio of 25.99 and a beta of 0.56.

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.