Signal Advisors Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 10,180 shares of the company’s stock, valued at approximately $651,000.
A number of other large investors also recently bought and sold shares of HELO. Jane Street Group LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 13.7% during the first quarter. Jane Street Group LLC now owns 80,796 shares of the company’s stock worth $4,822,000 after buying an additional 9,713 shares during the period. NewEdge Advisors LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 2nd quarter. NewEdge Advisors LLC now owns 73,096 shares of the company’s stock valued at $4,574,000 after acquiring an additional 23,263 shares during the period. Raymond James Financial Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.7% in the 2nd quarter. Raymond James Financial Inc. now owns 1,591,028 shares of the company’s stock valued at $99,566,000 after acquiring an additional 140,094 shares during the period. NCM Capital Management LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 30.3% in the 2nd quarter. NCM Capital Management LLC now owns 20,003 shares of the company’s stock worth $1,252,000 after acquiring an additional 4,654 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.9% during the 2nd quarter. Bank of America Corp DE now owns 1,677,251 shares of the company’s stock worth $104,962,000 after purchasing an additional 334,184 shares during the period.
JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.1%
Shares of NYSEARCA HELO opened at $67.18 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $62.21 and a twelve month high of $68.28. The stock has a fifty day simple moving average of $67.53 and a 200-day simple moving average of $66.63. The stock has a market capitalization of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57.
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. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.
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