Oak Harbor Wealth Partners LLC Has $1.25 Million Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Oak Harbor Wealth Partners LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 20,467 shares of the company’s stock after purchasing an additional 1,234 shares during the period. Oak Harbor Wealth Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,251,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Avantax Advisory Services Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth approximately $214,000. Orion Portfolio Solutions LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $4,270,000. Osaic Holdings Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% in the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock valued at $7,600,000 after buying an additional 100,805 shares in the last quarter. Patten & Patten Inc. TN increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 99.5% during the 1st quarter. Patten & Patten Inc. TN now owns 167,457 shares of the company’s stock worth $9,373,000 after purchasing an additional 83,527 shares in the last quarter. Finally, Resurgent Financial Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 96.8% in the first quarter. Resurgent Financial Advisors LLC now owns 4,137 shares of the company’s stock valued at $232,000 after acquiring an additional 2,035 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.80 on Friday. The company has a market cap of $680.12 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business’s 50 day simple moving average is $61.15 and its 200 day simple moving average is $59.17. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $51.28 and a 12 month high of $62.99.

JPMorgan Hedged Equity Laddered Overlay ETF 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.