Vise Technologies Inc. Buys New Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Vise Technologies Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 15,850 shares of the company’s stock, valued at approximately $992,000.

A number of other large investors have also recently bought and sold shares of HELO. Assetmark Inc. boosted its stake in 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 acquiring an additional 175 shares during the last quarter. Nvwm LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.4% in the second quarter. Nvwm LLC now owns 13,839 shares of the company’s stock valued at $866,000 after purchasing an additional 185 shares during the period. WESPAC Advisors LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% during the 2nd quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock worth $360,000 after buying an additional 201 shares during the period. Consolidated Portfolio Review Corp grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% during the 2nd quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock worth $383,000 after purchasing an additional 205 shares in the last quarter. Finally, BCGM Wealth Management LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the 1st 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 during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2%

JPMorgan Hedged Equity Laddered Overlay ETF stock traded down $0.11 during trading hours on Thursday, reaching $65.75. 7,432 shares of the company’s stock were exchanged, compared to its average volume of 385,084. The firm’s 50 day simple moving average is $65.10 and its 200 day simple moving average is $63.30. The firm has a market capitalization of $3.58 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $66.03.

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.