3,628 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Bought by Maia Wealth LLC

Maia Wealth LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 3,628 shares of the company’s stock, valued at approximately $215,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in HELO. Cooper Financial Group boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 103.3% in the second quarter. Cooper Financial Group now owns 16,513 shares of the company’s stock worth $967,000 after buying an additional 8,391 shares during the period. Lionsbridge Wealth Management LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 149.5% in the second quarter. Lionsbridge Wealth Management LLC now owns 45,890 shares of the company’s stock valued at $2,687,000 after acquiring an additional 27,499 shares in the last quarter. Carr Financial Group Corp purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at approximately $276,000. Pennsylvania Capital Management Inc. ADV raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 68.6% during the second quarter. Pennsylvania Capital Management Inc. ADV now owns 8,195 shares of the company’s stock valued at $480,000 after purchasing an additional 3,335 shares during the period. Finally, Orrstown Financial Services Inc. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10.1% during the second quarter. Orrstown Financial Services Inc. now owns 90,563 shares of the company’s stock worth $5,303,000 after purchasing an additional 8,317 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of HELO stock traded down $0.05 on Wednesday, hitting $58.59. The stock had a trading volume of 4,429 shares, compared to its average volume of 178,545. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $59.37. The firm has a market capitalization of $634.53 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock’s 50 day moving average is $58.43 and its 200-day moving average is $56.55.

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.