Signaturefd LLC Acquires 135,937 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Signaturefd LLC boosted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 151.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 225,559 shares of the company’s stock after acquiring an additional 135,937 shares during the quarter. Signaturefd LLC owned 2.08% of JPMorgan Hedged Equity Laddered Overlay ETF worth $13,994,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in the stock. Harbour Investments Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock worth $40,000 after acquiring an additional 206 shares in the last quarter. Assetmark Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth about $45,000. Lowe Wealth Advisors LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the 4th quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock valued at $93,000 after buying an additional 675 shares during the last quarter. Steward Partners Investment Advisory LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after buying an additional 1,670 shares in the last quarter. Finally, Whipplewood Advisors LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth approximately $175,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 1.0 %

Shares of HELO opened at $60.49 on Monday. The stock has a 50 day moving average of $62.40 and a 200 day moving average of $61.97. The company has a market capitalization of $2.74 billion, a price-to-earnings ratio of 26.59 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $54.24 and a 12 month high of $63.81.

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.