Sigma Planning Corp Grows Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sigma Planning Corp raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 130.6% during the fourth quarter, HoldingsChannel reports. The firm owned 15,957 shares of the company’s stock after buying an additional 9,037 shares during the quarter. Sigma Planning Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $990,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the stock. Arkadios Wealth Advisors bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at about $458,000. MONECO Advisors LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 53.0% during the third quarter. MONECO Advisors LLC now owns 7,976 shares of the company’s stock valued at $488,000 after buying an additional 2,762 shares during the period. Walter & Keenan Wealth Management LLC IN ADV bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $295,000. Summit Wealth Partners LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 11.9% in the third quarter. Summit Wealth Partners LLC now owns 7,842 shares of the company’s stock worth $479,000 after buying an additional 836 shares during the period. Finally, Stephens Inc. AR bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $529,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3 %

NYSEARCA:HELO opened at $62.45 on Wednesday. The company has a market cap of $676.33 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The stock has a fifty day simple moving average of $62.73 and a 200-day simple moving average of $61.81.

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.