Carr Financial Group Corp Sells 48,311 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Carr Financial Group Corp lowered its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 18.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 209,043 shares of the company’s stock after selling 48,311 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 3.7% of Carr Financial Group Corp’s investment portfolio, making the stock its 7th largest holding. Carr Financial Group Corp owned 0.40% of JPMorgan Hedged Equity Laddered Overlay ETF worth $13,588,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. ORG Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $30,000. Avion Wealth purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at approximately $51,000. Assetmark Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock worth $56,000 after purchasing an additional 175 shares during the period. Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $64,000. Finally, Parallel Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after buying an additional 694 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.39 on Thursday. The stock’s 50 day moving average price is $65.56 and its 200 day moving average price is $64.22. 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 market cap of $3.56 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.