JSF Financial LLC Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

JSF Financial LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.9% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,134 shares of the company’s stock after buying an additional 1,819 shares during the quarter. JSF Financial LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $634,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after acquiring an additional 401 shares during the last quarter. ORG Partners LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $30,000. Parallel Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at about $30,000. Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at about $64,000. Finally, AE Wealth Management LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% in the first quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock valued at $100,000 after buying an additional 576 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.10 on Friday. The company’s 50 day simple moving average is $64.22 and its 200-day simple moving average is $62.01. The company has a market capitalization of $3.42 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $65.25.

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.