Oakworth Capital Inc. Sells 1,332 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Oakworth Capital Inc. lessened its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.0% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,006 shares of the company’s stock after selling 1,332 shares during the quarter. Oakworth Capital Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $313,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. LPL Financial LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% in the 1st quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock worth $116,898,000 after purchasing an additional 765,200 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% in the first quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock worth $133,781,000 after purchasing an additional 703,364 shares during the period. Cetera Investment Advisers boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% in the 1st quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after buying an additional 547,444 shares during the period. Forvis Mazars Wealth Advisors LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 36.7% during the first quarter. Forvis Mazars Wealth Advisors LLC now owns 1,894,647 shares of the company’s stock worth $113,073,000 after purchasing an additional 509,058 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in 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 buying an additional 373,033 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2%

Shares of HELO stock opened at $64.89 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $65.24. The stock’s 50-day moving average price is $64.05 and its 200-day moving average price is $61.86. The stock has a market capitalization of $3.45 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

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.