CAP Partners LLC Increases Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

CAP Partners LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 13.7% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 8,116 shares of the company’s stock after acquiring an additional 977 shares during the period. CAP Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $508,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. raised its holdings 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 acquiring an additional 401 shares during the last quarter. ORG Partners LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $30,000. Avion Wealth bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $51,000. Compass Financial Services Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $64,000. Finally, Parallel Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after purchasing an additional 694 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3%

NYSEARCA:HELO opened at $65.44 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.54. The company has a market cap of $3.50 billion, a PE ratio of 25.99 and a beta of 0.56. The company has a 50 day simple moving average of $64.67 and a two-hundred day simple moving average of $62.51.

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.