Arbor Investment Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Arbor Investment Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 30.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,140 shares of the company’s stock after purchasing an additional 1,433 shares during the quarter. Arbor Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $384,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in HELO. Hazlett Burt & Watson Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first 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 period. ORG Partners LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $30,000. Compass Financial Services Inc purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at $64,000. Parallel Advisors LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock valued at $75,000 after purchasing an additional 694 shares during the period. Finally, Harbor Asset Planning Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

NYSEARCA:HELO opened at $64.91 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $65.25. The company has a market capitalization of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56. The stock’s fifty day moving average is $64.55 and its two-hundred day moving average is $62.36.

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.