Apexium Financial LP Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Apexium Financial LP lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 120.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 78,491 shares of the company’s stock after purchasing an additional 42,836 shares during the period. Apexium Financial LP owned about 0.15% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,912,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of HELO. Parallel Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $30,000. NBC Securities Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 113,500.0% in the 1st quarter. NBC Securities Inc. now owns 4,544 shares of the company’s stock valued at $271,000 after purchasing an additional 4,540 shares in the last quarter. Ehrlich Financial Group purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $224,000. Orrstown Financial Services Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 18.3% in the 1st quarter. Orrstown Financial Services Inc. now owns 103,536 shares of the company’s stock valued at $6,179,000 after purchasing an additional 16,017 shares in the last quarter. Finally, Patriot Financial Group Insurance Agency LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 79.8% in the 1st quarter. Patriot Financial Group Insurance Agency LLC now owns 24,940 shares of the company’s stock valued at $1,488,000 after purchasing an additional 11,066 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.0%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.10 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $65.25. The business has a 50-day moving average price of $64.22 and a 200 day moving average price of $62.00. The firm has a market cap of $3.42 billion, a PE 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.