JSF Financial LLC Acquires 5,020 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

JSF Financial LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 152.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,303 shares of the company’s stock after buying an additional 5,020 shares during the quarter. JSF Financial LLC owned 0.08% of JPMorgan Hedged Equity Laddered Overlay ETF worth $515,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of HELO. Sanctuary Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $542,000. Stifel Financial Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $934,000. JPMorgan Chase & Co. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock valued at $20,987,000 after acquiring an additional 89,742 shares during the period. Blue Trust Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth about $325,000. Finally, NBC Securities Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth about $223,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4 %

NYSEARCA:HELO opened at $63.03 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $54.10 and a 52 week high of $63.50. The stock has a market capitalization of $682.61 million, a PE ratio of 24.88 and a beta of 0.56. The stock’s 50-day moving average price is $62.76 and its 200-day moving average price is $61.37.

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.