Lakeridge Wealth Management LLC Acquires 4,507 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Lakeridge Wealth Management LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 45.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,381 shares of the company’s stock after purchasing an additional 4,507 shares during the quarter. Lakeridge Wealth Management LLC owned approximately 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $892,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of HELO. Truist Financial Corp bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $343,000. NBC Securities Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $223,000. Stratos Wealth Advisors LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 93.3% in the 3rd quarter. Stratos Wealth Advisors LLC now owns 15,549 shares of the company’s stock valued at $951,000 after purchasing an additional 7,505 shares during the last quarter. Blue Trust Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $325,000. Finally, Raymond James & Associates raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% in the 3rd quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock valued at $19,314,000 after purchasing an additional 233,895 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3 %

HELO stock opened at $63.42 on Friday. The company has a market cap of $686.84 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.50. The business has a fifty day moving average of $62.74 and a 200-day moving average of $61.52.

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.