Signature Estate & Investment Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Signature Estate & Investment Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 34.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,513 shares of the company’s stock after purchasing an additional 3,996 shares during the quarter. Signature Estate & Investment Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $971,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of HELO. Hazlett Burt & Watson Inc. raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares during the last quarter. ORG Partners LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $30,000. Compass Financial Services Inc bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth $64,000. Parallel Advisors LLC grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after acquiring an additional 694 shares during the period. Finally, Harbor Asset Planning Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO opened at $64.91 on Monday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $65.25. The firm has a market capitalization of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56. The business has a fifty day moving average of $64.55 and a 200 day moving average of $62.36.

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.