Oak Harbor Wealth Partners LLC Grows Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Oak Harbor Wealth Partners LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,467 shares of the company’s stock after acquiring an additional 1,234 shares during the quarter. Oak Harbor Wealth Partners LLC owned about 0.19% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,251,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the business. Lowe Wealth Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $27,000. Annapolis Financial Services LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $35,000. Stephens Consulting LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $57,000. SouthState Corp acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $117,000. Finally, Centaurus Financial Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during 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 during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

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