JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Bought by Focus Financial Network Inc.

Focus Financial Network Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 38.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,494 shares of the company’s stock after purchasing an additional 5,115 shares during the period. Focus Financial Network Inc. owned about 0.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,147,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in HELO. Strategic Financial Concepts LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after purchasing an additional 2,010,101 shares in the last quarter. Legacy Financial Group LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after purchasing an additional 812,471 shares in the last quarter. Legacy CG LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4,462.7% in the 4th quarter. Legacy CG LLC now owns 273,215 shares of the company’s stock valued at $16,950,000 after buying an additional 267,227 shares during the period. SK Wealth Management LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $16,732,000. Finally, Wealth Enhancement Advisory Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after buying an additional 253,875 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

Shares of NYSEARCA:HELO opened at $62.90 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.10 and a fifty-two week high of $63.50. The firm’s 50 day moving average price is $62.75 and its 200 day moving average price is $61.44. The stock has a market cap of $681.21 million, a price-to-earnings ratio of 24.88 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.