Harbor Investment Advisory LLC Sells 15,256 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Harbor Investment Advisory LLC reduced its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 23.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 49,469 shares of the company’s stock after selling 15,256 shares during the period. Harbor Investment Advisory LLC owned about 0.09% of JPMorgan Hedged Equity Laddered Overlay ETF worth $3,215,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. ORG Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at approximately $30,000. First Horizon Corp bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $48,000. Avion Wealth bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $51,000. Assetmark Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% during the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after acquiring an additional 175 shares in the last quarter. Finally, Parallel Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after acquiring an additional 694 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1%

Shares of HELO opened at $67.11 on Tuesday. The stock has a market cap of $3.68 billion, a PE ratio of 25.99 and a beta of 0.58. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $67.18. The business has a 50-day simple moving average of $66.09 and a two-hundred day simple moving average of $64.85.

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. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.