JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Mutual Advisors LLC

Mutual Advisors LLC lowered its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 80.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,047 shares of the company’s stock after selling 17,171 shares during the period. Mutual Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $257,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. WESPAC Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% in the second quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock valued at $360,000 after purchasing an additional 201 shares in the last quarter. Consolidated Portfolio Review Corp lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% in the second quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after purchasing an additional 205 shares in the last quarter. BCGM Wealth Management LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the first quarter. BCGM Wealth Management LLC now owns 6,093 shares of the company’s stock valued at $364,000 after purchasing an additional 267 shares in the last quarter. Resurgent Financial Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the first quarter. Resurgent Financial Advisors LLC now owns 6,928 shares of the company’s stock valued at $413,000 after purchasing an additional 332 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

HELO opened at $65.41 on Wednesday. The stock has a fifty day moving average of $64.62 and a 200-day moving average of $62.43. The firm has a market capitalization of $3.50 billion, a P/E ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $65.54.

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.