Napatree Capital LLC Raises Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Napatree Capital LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 33.7% during the 4th quarter, Holdings Channel reports. The fund owned 66,374 shares of the company’s stock after buying an additional 16,735 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises 2.4% of Napatree Capital LLC’s portfolio, making the stock its 6th biggest holding. Napatree Capital LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,118,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Harbour Investments Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the fourth quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after acquiring an additional 206 shares during the period. Assetmark Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $45,000. Lowe Wealth Advisors LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% during the 4th 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 raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock valued at $119,000 after purchasing an additional 1,670 shares during the period. Finally, Whipplewood Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $60.36 on Friday. The company has a market capitalization of $2.75 billion, a price-to-earnings ratio of 25.69 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.24 and a one year high of $63.81. The company’s fifty day moving average price is $62.22 and its 200-day moving average price is $61.97.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.