Apollon Wealth Management LLC Makes New $1.24 Million Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Apollon Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 20,235 shares of the company’s stock, valued at approximately $1,237,000. Apollon Wealth Management LLC owned approximately 0.19% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the stock. Gradient Investments LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after purchasing an additional 389,405 shares in the last quarter. CGC Financial Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% during the 2nd quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares during the last quarter. Strategic Financial Concepts LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% during the 2nd quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after acquiring an additional 993,855 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after buying an additional 253,875 shares during the period. Finally, Peterson Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% in the 3rd quarter. Peterson Wealth Advisors LLC now owns 555,607 shares of the company’s stock valued at $33,970,000 after buying an additional 45,261 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $62.80 on Friday. The firm has a market capitalization of $680.12 million, a PE ratio of 24.88 and a beta of 0.56. The firm’s 50-day moving average is $61.15 and its two-hundred day moving average is $59.17. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $51.28 and a 1 year high of $62.99.

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.