Sagespring Wealth Partners LLC reduced its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 16.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,346 shares of the company’s stock after selling 843 shares during the period. Sagespring Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $272,000 at the end of the most recent reporting period.
Other institutional investors have also modified their holdings of the company. Signature Estate & Investment Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth $687,000. Reyes Financial Architecture Inc. raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% during the 1st quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after acquiring an additional 873 shares in the last quarter. Prairieview Wealth Partners LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% during the 1st quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after acquiring an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% during the 1st quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after acquiring an additional 2,330 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $841,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
Shares of NYSEARCA:HELO opened at $64.91 on Friday. The company’s fifty day moving average price is $64.55 and its 200 day moving average price is $62.33. 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 market capitalization of $3.47 billion, a P/E ratio of 25.99 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.
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