Mountain Capital Investment Advisors Inc. Boosts Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Mountain Capital Investment Advisors Inc. boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 32.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,847 shares of the company’s stock after purchasing an additional 1,189 shares during the quarter. Mountain Capital Investment Advisors Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $304,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of HELO. Harbour Investments Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after buying an additional 206 shares during the period. Assetmark Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $45,000. Lowe Wealth Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after acquiring an additional 675 shares during the period. Steward Partners Investment Advisory LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after purchasing an additional 1,670 shares during the period. Finally, Whipplewood Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at about $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA HELO opened at $58.88 on Thursday. The company has a market cap of $2.73 billion, a P/E ratio of 24.02 and a beta of 0.56. The firm has a 50-day simple moving average of $61.10 and a two-hundred day simple moving average of $61.88. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81.

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.