JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Sold by Stephens Consulting LLC

Stephens Consulting LLC lessened its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 94.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,386 shares of the company’s stock after selling 80,885 shares during the quarter. Stephens Consulting LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $262,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Parallel Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth about $30,000. Harbour Investments Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares during the period. Assetmark Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $45,000. Steward Partners Investment Advisory LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after purchasing an additional 1,670 shares during the period. Finally, Lowe Wealth Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% during the first quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock worth $125,000 after purchasing an additional 594 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.04 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $55.83 and a 52 week high of $63.81. The company has a market capitalization of $3.19 billion, a price-to-earnings ratio of 25.10 and a beta of 0.56. The stock has a 50-day moving average price of $60.20 and a 200 day moving average price of $61.33.

JPMorgan Hedged Equity Laddered Overlay ETF 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.