Sigma Planning Corp Sells 9,079 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Sigma Planning Corp decreased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 32.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 18,556 shares of the company’s stock after selling 9,079 shares during the quarter. Sigma Planning Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,161,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HELO. Envestnet Asset Management Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 14.5% during the second quarter. Envestnet Asset Management Inc. now owns 2,566,323 shares of the company’s stock valued at $160,517,000 after purchasing an additional 324,692 shares during the last quarter. Forvis Mazars Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 14.2% during the second quarter. Forvis Mazars Wealth Advisors LLC now owns 2,163,590 shares of the company’s stock valued at $135,397,000 after purchasing an additional 268,943 shares during the last quarter. LPL Financial LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 64.1% during the first quarter. LPL Financial LLC now owns 1,958,754 shares of the company’s stock valued at $116,898,000 after purchasing an additional 765,200 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 26.6% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 1,777,086 shares of the company’s stock valued at $111,868,000 after purchasing an additional 373,033 shares during the last quarter. Finally, Cetera Investment Advisers lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 56.5% during the first quarter. Cetera Investment Advisers now owns 1,515,962 shares of the company’s stock valued at $90,473,000 after purchasing an additional 547,444 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1%

HELO stock opened at $65.50 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $66.01. The company has a fifty day simple moving average of $64.96 and a two-hundred day simple moving average of $63.05. The firm has a market capitalization of $3.57 billion, a P/E ratio of 25.99 and a beta of 0.58.

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.