JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Lifted by Osaic Holdings Inc.

Osaic Holdings Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 1.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,008,402 shares of the company’s stock after purchasing an additional 31,657 shares during the period. Osaic Holdings Inc. owned 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF worth $188,270,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in HELO. Bank of New York Mellon Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at approximately $93,746,000. RWA Wealth Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $54,657,000. Wealth Enhancement Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock worth $111,868,000 after acquiring an additional 373,033 shares in the last quarter. Bank of America Corp DE increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after purchasing an additional 334,184 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock worth $160,517,000 after purchasing an additional 324,692 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.7%

HELO stock opened at $66.27 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $66.73. The company has a fifty day simple moving average of $65.51 and a 200 day simple moving average of $64.14. The firm has a market cap of $3.61 billion, a PE ratio of 25.99 and a beta of 0.58.

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.