JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Farther Finance Advisors LLC

Farther Finance Advisors LLC decreased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 59.3% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,998 shares of the company’s stock after selling 17,472 shares during the quarter. Farther Finance Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $751,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Signature Estate & Investment Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth $687,000. Reyes Financial Architecture Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% in the first quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after buying an additional 873 shares during the last quarter. Prairieview Wealth Partners LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% in the first quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after purchasing an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the 1st quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after acquiring an additional 2,330 shares in the last quarter. Finally, Brookstone Capital Management increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 32.1% during the first quarter. Brookstone Capital Management now owns 127,146 shares of the company’s stock valued at $7,588,000 after purchasing an additional 30,873 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $64.78 on Friday. The firm has a market capitalization of $3.45 billion, a PE ratio of 25.99 and a beta of 0.56. The company has a 50-day simple moving average of $64.02 and a 200-day simple moving average of $61.81. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $65.24.

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.