JSF Financial LLC Increases Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

JSF Financial LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 152.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 8,303 shares of the company’s stock after buying an additional 5,020 shares during the quarter. JSF Financial LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $515,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently bought and sold shares of HELO. Strategic Financial Concepts LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after acquiring an additional 2,010,101 shares during the last quarter. Legacy Financial Group LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after acquiring an additional 812,471 shares during the last quarter. Legacy CG LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4,462.7% in the fourth quarter. Legacy CG LLC now owns 273,215 shares of the company’s stock valued at $16,950,000 after acquiring an additional 267,227 shares during the last quarter. SK Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter valued at about $16,732,000. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after buying an additional 253,875 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $63.03 on Tuesday. The company has a 50-day simple moving average of $62.76 and a 200-day simple moving average of $61.37. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.10 and a one year high of $63.50. The stock has a market capitalization of $682.61 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.