8,255 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO Purchased by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 8,255 shares of the company’s stock, valued at approximately $573,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Oakworth Capital Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter worth about $137,000. Oppenheimer & Co. Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth approximately $3,309,000. Center for Financial Planning Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $149,000. Apollon Wealth Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.8% during the third quarter. Apollon Wealth Management LLC now owns 16,646 shares of the company’s stock valued at $1,151,000 after acquiring an additional 302 shares in the last quarter. Finally, Financial Management Professionals Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at approximately $4,662,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA HELO opened at $69.77 on Thursday. The firm has a market capitalization of $4.93 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The stock has a 50 day moving average price of $69.43 and a 200 day moving average price of $67.68. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $63.24 and a 52-week high of $70.23.

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. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.