Cahill Financial Advisors Inc. Takes $752,000 Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Cahill Financial Advisors Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 12,842 shares of the company’s stock, valued at approximately $752,000. Cahill Financial Advisors Inc. owned about 0.12% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Visionary Wealth Advisors bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $1,814,000. Osaic Holdings Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% during the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock worth $7,600,000 after acquiring an additional 100,805 shares during the last quarter. Orrstown Financial Services Inc. increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 397.0% in the 1st quarter. Orrstown Financial Services Inc. now owns 82,246 shares of the company’s stock worth $4,603,000 after buying an additional 65,696 shares during the period. Legacy Financial Group LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $2,255,000. Finally, InterOcean Capital Group LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $1,394,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $59.01 on Tuesday. The company has a market cap of $639.08 million, a PE ratio of 24.88 and a beta of 0.56. The firm’s 50 day moving average price is $58.94 and its 200-day moving average price is $57.25. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $48.71 and a 52-week high of $60.41.

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.