Fulton Bank N.A. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 41.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,209 shares of the company’s stock after acquiring an additional 7,935 shares during the quarter. Fulton Bank N.A.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,739,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of HELO. Pinnacle Bancorp Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $29,000. HHM Wealth Advisors LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at approximately $31,000. Gilpin Wealth Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $34,000. High Note Wealth LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $41,000. Finally, Godfrey Financial Associates Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth approximately $60,000.
JPMorgan Hedged Equity Laddered Overlay ETF Price Performance
NYSEARCA:HELO opened at $67.59 on Friday. The company has a market cap of $3.91 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $62.64 and a fifty-two week high of $68.28. The firm’s 50 day moving average is $67.60 and its two-hundred day moving average is $66.67.
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.
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