Harbor Investment Advisory LLC Raises Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Harbor Investment Advisory LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 12.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,336 shares of the company’s stock after acquiring an additional 6,692 shares during the period. Harbor Investment Advisory LLC owned 0.56% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,743,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the company. CAP Partners LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares in the last quarter. Lowe Wealth Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after purchasing an additional 372 shares during the last quarter. Summit Wealth Partners LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after purchasing an additional 432 shares in the last quarter. Sprinkle Financial Consultants LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after buying an additional 469 shares during the period. Finally, Centaurus Financial Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after buying an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $62.70 on Tuesday. The company has a market cap of $679.04 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock’s fifty day moving average price is $62.67 and its 200 day moving average price is $60.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $53.03 and a 1 year high of $63.42.

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.