Orrstown Financial Services Inc. Grows Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Orrstown Financial Services Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 0.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 87,519 shares of the company’s stock after acquiring an additional 396 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.5% of Orrstown Financial Services Inc.’s holdings, making the stock its 14th biggest position. Orrstown Financial Services Inc. owned 0.81% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,430,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in HELO. CAP Partners LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after acquiring an additional 257 shares during the last quarter. Lowe Wealth Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after purchasing an additional 372 shares during the period. Summit Wealth Partners LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock worth $410,000 after purchasing an additional 432 shares during the last quarter. Sprinkle Financial Consultants LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after purchasing an additional 469 shares during the period. Finally, Paladin Advisory Group LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.4% during the 4th quarter. Paladin Advisory Group LLC now owns 4,355 shares of the company’s stock valued at $270,000 after buying an additional 615 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.2 %

Shares of HELO stock traded down $0.15 on Wednesday, reaching $63.06. 59,166 shares of the stock were exchanged, compared to its average volume of 383,183. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $53.60 and a 1-year high of $63.50. The stock has a market cap of $682.89 million, a P/E ratio of 24.88 and a beta of 0.56. The firm has a 50 day moving average of $62.75 and a two-hundred day moving average of $61.16.

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.