Interchange Capital Partners LLC Has $1.06 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Interchange Capital Partners LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 35.1% in the second quarter, Holdings Channel reports. The institutional investor owned 16,905 shares of the company’s stock after purchasing an additional 4,389 shares during the period. Interchange Capital Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,058,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. CAP Partners LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the second quarter. CAP Partners LLC now owns 8,116 shares of the company’s stock valued at $508,000 after buying an additional 977 shares during the last quarter. Avion Wealth acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at about $51,000. Strategic Blueprint LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 105.5% during the second quarter. Strategic Blueprint LLC now owns 23,097 shares of the company’s stock valued at $1,445,000 after buying an additional 11,857 shares during the last quarter. Freedom Investment Management Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $244,000. Finally, Family Capital Management Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $896,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.2%

NYSEARCA HELO opened at $65.56 on Friday. The stock has a market cap of $3.51 billion, a P/E ratio of 25.99 and a beta of 0.56. The company’s 50-day simple moving average is $64.70 and its 200 day simple moving average is $62.61. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $65.67.

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.