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

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

Other institutional investors and hedge funds have also recently modified their holdings of the company. Oakworth Capital Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $137,000. Oppenheimer & Co. Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $3,309,000. Center for Financial Planning Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $149,000. Apollon Wealth Management LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.8% in the third quarter. Apollon Wealth Management LLC now owns 16,646 shares of the company’s stock worth $1,151,000 after purchasing an additional 302 shares during the period. Finally, Financial Management Professionals Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $4,662,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

HELO stock opened at $69.77 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $63.24 and a twelve month high of $70.23. The firm has a market cap of $4.93 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The business’s fifty day simple moving average is $69.43 and its two-hundred day simple moving average is $67.68.

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.