Flagship Harbor Advisors LLC Acquires 2,749 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Flagship Harbor Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 53,042 shares of the company’s stock after purchasing an additional 2,749 shares during the quarter. Flagship Harbor Advisors LLC owned 0.49% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,291,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Lowe Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after buying an additional 372 shares during the period. Centaurus Financial Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares in the last quarter. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $205,000. NBC Securities Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $223,000. Finally, Monterey Private Wealth Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO stock opened at $63.35 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $53.60 and a fifty-two week high of $63.50. The stock has a market capitalization of $686.08 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a fifty day moving average price of $62.72 and a 200 day moving average price of $61.07.

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.