Signaturefd LLC Acquires 200,477 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Signaturefd LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 200,477 shares of the company’s stock, valued at approximately $13,867,000. Signaturefd LLC owned approximately 0.29% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. ORBA Wealth Advisors L.L.C. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.9% during the third quarter. ORBA Wealth Advisors L.L.C. now owns 10,485 shares of the company’s stock valued at $725,000 after buying an additional 1,814 shares during the period. Bond & Devick Financial Network Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10.6% in the third quarter. Bond & Devick Financial Network Inc. now owns 4,911 shares of the company’s stock worth $340,000 after acquiring an additional 470 shares during the period. Simplicity Wealth LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 36.9% in the third quarter. Simplicity Wealth LLC now owns 44,619 shares of the company’s stock worth $3,086,000 after acquiring an additional 12,021 shares during the period. Vima LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 20.7% in the third quarter. Vima LLC now owns 909 shares of the company’s stock worth $63,000 after acquiring an additional 156 shares during the period. Finally, Garrett Wealth Advisory Group LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 2.5% during the 3rd quarter. Garrett Wealth Advisory Group LLC now owns 316,008 shares of the company’s stock worth $21,858,000 after acquiring an additional 7,700 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.83 on Friday. The stock has a market cap of $4.84 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The firm’s 50-day moving average is $69.44 and its two-hundred day moving average is $68.30. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $63.24 and a 1 year high of $70.23.

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. 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.