Sigma Planning Corp Grows Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sigma Planning Corp grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 130.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,957 shares of the company’s stock after buying an additional 9,037 shares during the quarter. Sigma Planning Corp owned approximately 0.15% of JPMorgan Hedged Equity Laddered Overlay ETF worth $990,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. CAP Partners LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares in the last quarter. John W. Brooker & Co. CPAs raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after acquiring an additional 279 shares during the period. Sanctuary Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after acquiring an additional 356 shares in the last quarter. Truist Financial Corp boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock worth $353,000 after acquiring an additional 384 shares during the period. Finally, Total Clarity Wealth Management Inc. grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock worth $895,000 after purchasing an additional 386 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.3 %

Shares of HELO opened at $62.45 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $54.24 and a 12-month high of $63.81. The company has a market capitalization of $676.33 million, a PE ratio of 24.88 and a beta of 0.56. The business’s 50 day moving average is $62.73 and its 200 day moving average is $61.81.

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.