Harbor Investment Advisory LLC Acquires New Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Harbor Investment Advisory LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 25,139 shares of the company’s stock, valued at approximately $1,407,000.

A number of other large investors have also recently added to or reduced their stakes in HELO. Gradient Investments LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth $42,663,000. CGC Financial Services LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at about $28,292,000. Peterson Wealth Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $14,662,000. Per Stirling Capital Management LLC. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $8,507,000. Finally, Patten & Patten Inc. TN bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter worth about $4,438,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.0 %

NYSEARCA:HELO traded down $0.02 during mid-day trading on Monday, hitting $58.38. 91,195 shares of the company’s stock traded hands, compared to its average volume of 145,460. The firm has a market capitalization of $632.26 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The firm has a 50 day moving average of $56.65 and a two-hundred day moving average of $55.09. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $48.71 and a 12 month high of $58.63.

JPMorgan Hedged Equity Laddered Overlay ETF Profile

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELOFree Report).

Institutional Ownership by Quarter for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Receive News & Ratings for JPMorgan Hedged Equity Laddered Overlay ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for JPMorgan Hedged Equity Laddered Overlay ETF and related companies with MarketBeat.com's FREE daily email newsletter.