Sigma Planning Corp Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Sigma Planning Corp purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, Holdings Channel reports. The firm purchased 6,920 shares of the company’s stock, valued at approximately $423,000.

Other large investors have also made changes to their positions in the company. Lowe Wealth Advisors LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after acquiring an additional 372 shares during the period. Summit Wealth Partners LLC grew its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after purchasing an additional 432 shares during the period. Sprinkle Financial Consultants LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the 3rd quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after purchasing an additional 469 shares in the last quarter. Annapolis Financial Services LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth approximately $35,000. Finally, Centaurus Financial Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after buying an additional 904 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 1.0 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.19 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $51.28 and a twelve month high of $62.99. The company has a 50 day moving average of $61.22 and a 200-day moving average of $59.20. The stock has a market capitalization of $673.52 million, a PE 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.