Fulton Bank N.A. Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Fulton Bank N.A. grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 41.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 27,209 shares of the company’s stock after acquiring an additional 7,935 shares during the quarter. Fulton Bank N.A.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,739,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Pinnacle Bancorp Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $29,000. HHM Wealth Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $31,000. Gilpin Wealth Management LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $34,000. High Note Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $41,000. Finally, Larson Financial Group LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $58,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $67.59 on Friday. The firm has a market capitalization of $3.91 billion, a price-to-earnings ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $62.64 and a one year high of $68.28. The company’s 50 day moving average price is $67.60 and its 200 day moving average price is $66.67.

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. 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.