Mattson Financial Services LLC Has $2.64 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Mattson Financial Services LLC decreased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.2% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 42,244 shares of the company’s stock after selling 508 shares during the period. Mattson Financial Services LLC owned 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,644,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the stock. Hazlett Burt & Watson Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after buying an additional 401 shares during the period. ORG Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $30,000. Compass Financial Services Inc bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth $64,000. 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 valued at $75,000 after purchasing an additional 694 shares during the last quarter. Finally, Harbor Asset Planning Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $64.63 on Friday. The stock has a market cap of $3.43 billion, a P/E 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. The company has a fifty day moving average price of $64.52 and a 200 day moving average price of $62.28.

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.