JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Private Trust Co. NA

Private Trust Co. NA grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 13.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,684 shares of the company’s stock after purchasing an additional 885 shares during the period. Private Trust Co. NA’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $481,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of HELO. Hazlett Burt & Watson Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares during the period. ORG Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $30,000. Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $64,000. Parallel Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the second 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 period. Finally, Harbor Asset Planning Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.91 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25. The company has a market cap of $3.47 billion, a PE ratio of 25.99 and a beta of 0.56. The stock’s 50 day moving average price is $64.55 and its 200 day moving average price is $62.36.

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.