Lakeridge Wealth Management LLC Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Lakeridge Wealth Management LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.5% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,258 shares of the company’s stock after purchasing an additional 790 shares during the period. Lakeridge Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,143,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the company. Assetmark Inc. grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after buying an additional 175 shares during the period. Nvwm LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.4% during the 2nd quarter. Nvwm LLC now owns 13,839 shares of the company’s stock worth $866,000 after buying an additional 185 shares during the period. WESPAC Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.6% during the second quarter. WESPAC Advisors LLC now owns 5,745 shares of the company’s stock worth $360,000 after acquiring an additional 201 shares during the period. Consolidated Portfolio Review Corp raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 3.5% in the 2nd quarter. Consolidated Portfolio Review Corp now owns 6,118 shares of the company’s stock valued at $383,000 after purchasing an additional 205 shares in the last quarter. Finally, BCGM Wealth Management LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 4.6% in the first quarter. BCGM Wealth Management LLC now owns 6,093 shares of the company’s stock valued at $364,000 after acquiring an additional 267 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.8%

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $65.79 on Tuesday. The stock has a market cap of $3.58 billion, a P/E ratio of 25.99 and a beta of 0.58. The company has a fifty day simple moving average of $65.03 and a 200-day simple moving average of $63.24. JPMorgan Hedged Equity Laddered Overlay ETF has a 12-month low of $56.11 and a 12-month high of $66.01.

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.