JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Boosted by Longview Financial Advisors LLC

Longview Financial Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.2% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 209,635 shares of the company’s stock after buying an additional 15,958 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 8.2% of Longview Financial Advisors LLC’s portfolio, making the stock its 5th largest position. Longview Financial Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $13,119,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 45.7% during the first quarter. Envestnet Asset Management Inc. now owns 2,241,631 shares of the company’s stock valued at $133,781,000 after purchasing an additional 703,364 shares during the last quarter. Crossmark Global Holdings Inc. grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 37.4% in the 1st quarter. Crossmark Global Holdings Inc. now owns 18,230 shares of the company’s stock worth $1,087,000 after buying an additional 4,965 shares during the last quarter. Stratos Wealth Partners LTD. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.4% during the 1st quarter. Stratos Wealth Partners LTD. now owns 32,388 shares of the company’s stock valued at $1,933,000 after purchasing an additional 2,499 shares in the last quarter. Axxcess Wealth Management LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 401.5% in the 1st quarter. Axxcess Wealth Management LLC now owns 40,821 shares of the company’s stock valued at $2,436,000 after purchasing an additional 32,681 shares during the period. Finally, Curtis Advisory Group LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10.4% in the first quarter. Curtis Advisory Group LLC now owns 134,605 shares of the company’s stock worth $8,033,000 after acquiring an additional 12,674 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.5%

Shares of NYSEARCA HELO opened at $65.17 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $56.11 and a twelve month high of $66.01. The company has a 50 day moving average of $64.98 and a 200 day moving average of $63.07. The firm has a market cap of $3.55 billion, a P/E ratio of 25.99 and a beta of 0.58.

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.