Cahill Financial Advisors Inc. Has $1.48 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Cahill Financial Advisors Inc. cut its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 10.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 23,599 shares of the company’s stock after selling 2,826 shares during the period. Cahill Financial Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,477,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Hazlett Burt & Watson Inc. grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after acquiring an additional 401 shares during the last quarter. ORG Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at about $30,000. Avion Wealth bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $51,000. Assetmark Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the second quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares during the period. Finally, Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $64,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $65.27 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $66.01. The company has a market cap of $3.56 billion, a PE ratio of 25.99 and a beta of 0.58. The firm’s 50 day simple moving average is $65.00 and its 200 day simple moving average is $63.19.

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.