Signature Estate & Investment Advisors LLC Grows Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Signature Estate & Investment Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 34.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 15,513 shares of the company’s stock after buying an additional 3,996 shares during the quarter. Signature Estate & Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $971,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Hazlett Burt & Watson Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during 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 in the last quarter. ORG Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $30,000. Compass Financial Services Inc purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at $64,000. Parallel Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during 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 in the last quarter. Finally, Harbor Asset Planning Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.91 on Monday. The stock’s 50-day simple moving average is $64.55 and its 200-day simple moving average is $62.36. 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 price-to-earnings ratio of 25.99 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.