JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Purchased by Paladin Advisory Group LLC

Paladin Advisory Group LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,066 shares of the company’s stock after purchasing an additional 4,278 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.8% of Paladin Advisory Group LLC’s investment portfolio, making the stock its 18th biggest position. Paladin Advisory Group LLC owned 0.07% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,382,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the stock. Mascagni Wealth Management Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 19.7% in the second quarter. Mascagni Wealth Management Inc. now owns 20,230 shares of the company’s stock valued at $1,266,000 after purchasing an additional 3,335 shares during the period. Golden State Wealth Management LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 8.0% in the second quarter. Golden State Wealth Management LLC now owns 7,682 shares of the company’s stock valued at $481,000 after purchasing an additional 571 shares during the period. Convergence Financial LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.0% in the second quarter. Convergence Financial LLC now owns 30,652 shares of the company’s stock valued at $1,918,000 after purchasing an additional 2,520 shares during the period. GPS Wealth Strategies Group LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the second quarter. GPS Wealth Strategies Group LLC now owns 11,675 shares of the company’s stock valued at $731,000 after purchasing an additional 775 shares during the period. Finally, Claro Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $207,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA:HELO opened at $65.50 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $66.01. The firm has a market capitalization of $3.57 billion, a PE ratio of 25.99 and a beta of 0.58. The business’s 50-day moving average is $64.96 and its two-hundred day moving average is $63.05.

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.