Private Trust Co. NA Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Private Trust Co. NA lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 13.0% during the second quarter, Holdings Channel reports. The institutional investor owned 7,684 shares of the company’s stock after purchasing an additional 885 shares during the quarter. Private Trust Co. NA’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $481,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Envestnet Asset Management Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% during 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 in the last quarter. LPL Financial LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the first 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 in the last quarter. Forvis Mazars Wealth Advisors LLC boosted its position in 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. Wealth Enhancement Advisory Services LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock worth $111,868,000 after purchasing an additional 373,033 shares in the last quarter. Finally, Cetera Investment Advisers boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the first quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock worth $90,473,000 after purchasing an additional 547,444 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $64.91 on Monday. The business’s fifty day moving average is $64.55 and its two-hundred day moving average is $62.36. The company has a market cap of $3.47 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one 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.