Cahill Financial Advisors Inc. Buys 7,405 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cahill Financial Advisors Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 57.7% in the third quarter, HoldingsChannel reports. The firm owned 20,247 shares of the company’s stock after buying an additional 7,405 shares during the period. Cahill Financial Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,238,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Gradient Investments LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after buying an additional 389,405 shares during the last quarter. CGC Financial Services LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% during the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares during the last quarter. Strategic Financial Concepts LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the second quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after acquiring an additional 993,855 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after acquiring an additional 253,875 shares in the last quarter. Finally, Peterson Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% in the third quarter. Peterson Wealth Advisors LLC now owns 555,607 shares of the company’s stock worth $33,970,000 after purchasing an additional 45,261 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2 %

Shares of HELO opened at $62.66 on Friday. The firm has a market cap of $678.61 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $52.00 and a 12 month high of $62.99. The stock has a fifty day moving average price of $61.59 and a 200-day moving average price of $59.52.

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.