JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Compass Financial Services Inc

Compass Financial Services Inc raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2,266.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,441 shares of the company’s stock after purchasing an additional 24,366 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 0.8% of Compass Financial Services Inc’s portfolio, making the stock its 21st largest position. Compass Financial Services Inc’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,592,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of HELO. Hazlett Burt & Watson Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after buying an additional 401 shares during the period. ORG Partners LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at about $30,000. Avion Wealth acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $51,000. Assetmark Inc. boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after acquiring an additional 175 shares during the period. Finally, Parallel Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock valued at $75,000 after purchasing an additional 694 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

NYSEARCA HELO opened at $65.37 on Friday. The company’s fifty day simple moving average is $65.14 and its 200-day simple moving average is $63.36. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $66.03. The stock has a market cap of $3.56 billion, a P/E ratio of 25.99 and a beta of 0.58.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.