JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Sold by Bank of Marin

Bank of Marin lowered its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.4% during the third quarter, HoldingsChannel.com reports. The fund owned 8,370 shares of the company’s stock after selling 1,890 shares during the quarter. Bank of Marin’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $512,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Gradient Investments LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after buying an additional 389,405 shares in the last quarter. CGC Financial Services LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% in the 2nd quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares during the last quarter. Strategic Financial Concepts LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% during the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after acquiring an additional 993,855 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after acquiring an additional 253,875 shares during the last quarter. Finally, Peterson Wealth Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% in the third quarter. Peterson Wealth Advisors LLC now owns 555,607 shares of the company’s stock valued at $33,970,000 after purchasing an additional 45,261 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.5 %

Shares of HELO stock traded down $0.32 during trading hours on Friday, hitting $62.48. The company’s stock had a trading volume of 16,517 shares, compared to its average volume of 205,174. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $51.28 and a twelve month high of $62.99. The stock has a market cap of $676.66 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a fifty day moving average of $61.15 and a 200-day moving average of $59.17.

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.