JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Increased by Advisory Services Network LLC

Advisory Services Network LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 84.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 215,388 shares of the company’s stock after purchasing an additional 98,634 shares during the quarter. Advisory Services Network LLC owned about 0.40% of JPMorgan Hedged Equity Laddered Overlay ETF worth $13,638,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Envestnet Asset Management Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% in the second quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock worth $160,517,000 after acquiring an additional 324,692 shares in the last quarter. Forvis Mazars Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% in the second quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock valued at $135,397,000 after buying an additional 268,943 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after acquiring an additional 373,033 shares during the last quarter. Bank of America Corp DE boosted 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 acquiring an additional 334,184 shares in the last quarter. Finally, Raymond James Financial Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock worth $99,566,000 after acquiring an additional 140,094 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $66.27 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $66.73. The company has a market cap of $3.61 billion, a P/E ratio of 25.99 and a beta of 0.58. The firm’s 50 day simple moving average is $65.51 and its 200-day simple moving average is $64.12.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.