WNY Asset Management LLC Has $1.30 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

WNY Asset Management LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.8% in the second quarter, HoldingsChannel.com reports. The firm owned 20,757 shares of the company’s stock after purchasing an additional 1,860 shares during the quarter. WNY Asset Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,299,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Envestnet Asset Management Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock valued at $160,517,000 after acquiring an additional 324,692 shares during the last quarter. Forvis Mazars Wealth Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% during the 2nd quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock valued at $135,397,000 after acquiring an additional 268,943 shares during the last quarter. LPL Financial LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the 1st quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock valued at $116,898,000 after acquiring an additional 765,200 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after acquiring an additional 373,033 shares during the last quarter. Finally, Cetera Investment Advisers raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the 1st quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock valued at $90,473,000 after acquiring an additional 547,444 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.79 on Wednesday. The firm has a fifty day moving average of $64.78 and a two-hundred day moving average of $62.74. The stock has a market capitalization of $3.52 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $65.98.

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.