JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Shares Acquired by Harbour Investments Inc.

Harbour Investments Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 46.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 647 shares of the company’s stock after acquiring an additional 206 shares during the quarter. Harbour Investments Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $40,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Envestnet Portfolio Solutions Inc. lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 363.0% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 65,075 shares of the company’s stock worth $4,037,000 after purchasing an additional 51,019 shares during the period. Hughes Financial Services LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $3,498,000. Integras Partners LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $1,028,000. Commonwealth Equity Services LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 114.2% in the 4th quarter. Commonwealth Equity Services LLC now owns 309,691 shares of the company’s stock valued at $19,213,000 after buying an additional 165,099 shares during the period. Finally, Madison Wealth Partners Inc increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 13.4% during the 4th quarter. Madison Wealth Partners Inc now owns 4,718 shares of the company’s stock valued at $293,000 after acquiring an additional 559 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $61.01 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81. The company’s 50 day simple moving average is $62.21 and its 200 day simple moving average is $62.00. The stock has a market capitalization of $2.78 billion, a PE ratio of 25.69 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.