Signal Advisors Wealth LLC Buys New Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Signal Advisors Wealth LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund bought 10,180 shares of the company’s stock, valued at approximately $651,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of HELO. LPL Financial LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% in the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock valued at $211,882,000 after purchasing an additional 549,559 shares in the last quarter. Bank of America Corp DE grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 22.4% during the third quarter. Bank of America Corp DE now owns 2,053,130 shares of the company’s stock worth $133,453,000 after buying an additional 375,879 shares in the last quarter. Bank of New York Mellon Corp increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 16.0% during the fourth quarter. Bank of New York Mellon Corp now owns 2,025,861 shares of the company’s stock worth $134,578,000 after buying an additional 279,194 shares during the period. Wealth Enhancement Advisory Services LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.1% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 2,021,674 shares of the company’s stock worth $135,392,000 after buying an additional 99,012 shares during the period. Finally, Raymond James Financial Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% in the fourth quarter. Raymond James Financial Inc. now owns 1,742,174 shares of the company’s stock worth $115,733,000 after acquiring an additional 365,572 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.1%

NYSEARCA HELO opened at $67.18 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $62.21 and a 52 week high of $68.28. The stock has a market capitalization of $3.99 billion, a PE ratio of 25.99 and a beta of 0.57. The firm has a 50 day moving average of $67.53 and a two-hundred day moving average of $66.63.

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.