Stephens Consulting LLC Has $66,000 Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Stephens Consulting LLC lowered its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 75.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,057 shares of the company’s stock after selling 3,329 shares during the period. Stephens Consulting LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $66,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in HELO. LPL Financial LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the first quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock valued at $116,898,000 after purchasing an additional 765,200 shares during the period. Envestnet Asset Management Inc. raised its holdings in shares of 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 period. Cetera Investment Advisers raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the first quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock valued at $90,473,000 after purchasing an additional 547,444 shares during the period. Forvis Mazars Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 36.7% during the first quarter. Forvis Mazars Wealth Advisors LLC now owns 1,894,647 shares of the company’s stock valued at $113,073,000 after purchasing an additional 509,058 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after purchasing an additional 373,033 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.2%

Shares of NYSEARCA HELO opened at $64.28 on Monday. The firm’s 50-day moving average price is $64.39 and its 200-day moving average price is $62.17. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25. The firm has a market capitalization of $3.40 billion, a P/E ratio of 25.99 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF 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.