6,920 Shares in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Bought by Sigma Planning Corp

Sigma Planning Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 6,920 shares of the company’s stock, valued at approximately $423,000. Sigma Planning Corp owned about 0.06% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Strategic Financial Concepts LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% during the second quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after buying an additional 993,855 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 12,256.7% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 627,228 shares of the company’s stock worth $36,730,000 after purchasing an additional 622,152 shares in the last quarter. CGC Financial Services LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% during the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after purchasing an additional 478,565 shares during the period. Gradient Investments LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the second 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 during the period. Finally, Consolidated Planning Corp acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at $22,604,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $62.19 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $51.28 and a one year high of $62.99. The stock has a fifty day moving average price of $61.22 and a 200 day moving average price of $59.20. The stock has a market cap of $673.52 million, a P/E ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF 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.