JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Sold by Interchange Capital Partners LLC

Interchange Capital Partners LLC lessened its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 82.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,248 shares of the company’s stock after selling 10,268 shares during the period. Interchange Capital Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $141,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares during the last quarter. ORG Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $30,000. Compass Financial Services Inc acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $64,000. Parallel Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock valued at $75,000 after acquiring an additional 694 shares during the last quarter. Finally, AE Wealth Management LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% in the 1st quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock valued at $100,000 after acquiring an additional 576 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

HELO stock opened at $64.86 on Wednesday. The company has a market cap of $3.44 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $65.25. The firm has a 50-day moving average of $64.46 and a two-hundred day moving average of $62.23.

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.