200,477 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Acquired by Signaturefd LLC

Signaturefd LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 200,477 shares of the company’s stock, valued at approximately $13,867,000.

Other hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the 1st quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock valued at $109,000 after acquiring an additional 152 shares in the last quarter. Vima LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% in the 3rd quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after acquiring an additional 156 shares in the last quarter. CAP Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% during the 1st quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock worth $554,000 after purchasing an additional 190 shares during the last quarter. Mayfair Advisory Group LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.9% during the 3rd quarter. Mayfair Advisory Group LLC now owns 24,554 shares of the company’s stock worth $1,698,000 after purchasing an additional 207 shares during the last quarter. Finally, Lewis Asset Management LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% during the 1st quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock worth $372,000 after purchasing an additional 290 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $68.83 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $63.24 and a 1-year high of $70.23. The stock’s 50-day moving average is $69.44 and its 200 day moving average is $68.30. The company has a market cap of $4.84 billion, a P/E ratio of 25.99 and a beta of 0.56.

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.