Lionsbridge Wealth Management LLC Has $692,000 Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Lionsbridge Wealth Management LLC decreased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 84.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,058 shares of the company’s stock after selling 61,025 shares during the period. Lionsbridge Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $692,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HELO. Hazlett Burt & Watson Inc. lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after acquiring an additional 401 shares during the last quarter. ORG Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $30,000. Compass Financial Services Inc bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter worth about $64,000. Parallel Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after purchasing an additional 694 shares during the period. Finally, Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth about $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $65.25 on Tuesday. The firm’s 50-day moving average is $64.59 and its 200-day moving average is $62.41. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $65.30. The company has a market cap of $3.49 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company Profile

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.