17,258 JPMorgan Hedged Equity Laddered Overlay ETF $HELO Shares Acquired by Signal Advisors Wealth LLC

Signal Advisors Wealth LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 65.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 43,578 shares of the company’s stock after purchasing an additional 17,258 shares during the quarter. Signal Advisors Wealth LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,014,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Your Advocates Ltd. LLP purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth about $29,000. Pinnacle Bancorp Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $29,000. Markowski Investments acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $30,000. HHM Wealth Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $31,000. Finally, Signature Equity Partners LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 38.8% during the first quarter. Signature Equity Partners LLC now owns 1,667 shares of the company’s stock valued at $107,000 after buying an additional 466 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.7%

HELO stock opened at $69.43 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $63.24 and a one year high of $70.23. The firm has a 50-day moving average of $69.51 and a two-hundred day moving average of $68.06. The firm has a market capitalization of $4.86 billion, a PE ratio of 25.99 and a beta of 0.56.

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.