Mattson Financial Services LLC Sells 261 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Mattson Financial Services LLC decreased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 40,823 shares of the company’s stock after selling 261 shares during the period. Mattson Financial Services LLC owned about 0.38% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,391,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Visionary Wealth Advisors bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $1,814,000. Orrstown Financial Services Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 397.0% in the first quarter. Orrstown Financial Services Inc. now owns 82,246 shares of the company’s stock valued at $4,603,000 after acquiring an additional 65,696 shares during the last quarter. Legacy Financial Group LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $2,255,000. Cooper Financial Group raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.1% in the first quarter. Cooper Financial Group now owns 8,122 shares of the company’s stock valued at $455,000 after acquiring an additional 1,068 shares during the last quarter. Finally, Harbor Investment Advisory LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $1,407,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.5 %

NYSEARCA:HELO opened at $61.01 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $48.71 and a 1 year high of $61.18. The firm has a 50 day moving average of $59.57 and a 200-day moving average of $57.97. The stock has a market capitalization of $660.74 million, a P/E 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.