Harbor Investment Advisory LLC Has $4.05 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Harbor Investment Advisory LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 2.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 64,725 shares of the company’s stock after acquiring an additional 1,814 shares during the period. Harbor Investment Advisory LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $4,050,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Essex Savings Bank boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% in the 1st quarter. Essex Savings Bank now owns 8,797 shares of the company’s stock valued at $525,000 after purchasing an additional 247 shares during the last quarter. BCGM Wealth Management LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the 1st quarter. BCGM Wealth Management LLC now owns 6,093 shares of the company’s stock valued at $364,000 after purchasing an additional 267 shares during the last quarter. Resurgent Financial Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the 1st quarter. Resurgent Financial Advisors LLC now owns 6,928 shares of the company’s stock valued at $413,000 after purchasing an additional 332 shares during the last quarter. Hazlett Burt & Watson Inc. boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares during the last quarter. Finally, Smartleaf Asset Management LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.4% in the 1st quarter. Smartleaf Asset Management LLC now owns 31,072 shares of the company’s stock valued at $1,851,000 after purchasing an additional 442 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $64.87 on Friday. The firm’s fifty day moving average is $63.68 and its 200-day moving average is $61.60. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $64.95. The firm has a market cap of $3.45 billion, a P/E ratio of 25.99 and a beta of 0.56.

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.