Harbor Investment Advisory LLC Buys 10,374 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Harbor Investment Advisory LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 24.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 53,644 shares of the company’s stock after purchasing an additional 10,374 shares during the quarter. Harbor Investment Advisory LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,280,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Lowe Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $27,000. Annapolis Financial Services LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth approximately $35,000. Stephens Consulting LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $57,000. Capital Advisors Ltd. LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 57.5% in the first quarter. Capital Advisors Ltd. LLC now owns 1,507 shares of the company’s stock worth $84,000 after purchasing an additional 550 shares during the period. Finally, SouthState Corp acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $117,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3 %

JPMorgan Hedged Equity Laddered Overlay ETF stock traded up $0.20 during trading hours on Friday, reaching $61.02. 188,919 shares of the stock were exchanged, compared to its average volume of 195,601. The stock has a 50 day moving average of $59.53 and a two-hundred day moving average of $57.91. The company has a market cap of $660.85 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $48.71 and a twelve month high of $61.18.

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.