Mayfair Advisory Group LLC Buys 3,777 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Mayfair Advisory Group LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 16.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 26,720 shares of the company’s stock after acquiring an additional 3,777 shares during the quarter. Mayfair Advisory Group LLC owned approximately 0.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,696,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. ORG Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at about $30,000. Avion Wealth acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $51,000. Assetmark Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares in the last quarter. Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $64,000. Finally, Parallel Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after buying an additional 694 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3%

NYSEARCA HELO opened at $66.08 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $66.23. The business has a 50 day moving average price of $65.20 and a 200-day moving average price of $63.69. The company has a market cap of $3.60 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58.

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.