Aire Advisors LLC Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Aire Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 20.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 113,945 shares of the company’s stock after purchasing an additional 19,488 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.5% of Aire Advisors LLC’s holdings, making the stock its 18th largest position. Aire Advisors LLC owned 1.05% of JPMorgan Hedged Equity Laddered Overlay ETF worth $7,069,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in the stock. Harbour Investments Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after purchasing an additional 206 shares in the last quarter. Assetmark Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $45,000. Lowe Wealth Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after purchasing an additional 675 shares during the period. Steward Partners Investment Advisory LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after buying an additional 1,670 shares during the last quarter. Finally, Whipplewood Advisors LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $61.01 on Tuesday. The company has a market capitalization of $2.78 billion, a P/E ratio of 25.69 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81. The firm’s fifty day simple moving average is $62.21 and its 200-day simple moving average is $62.00.

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.