Lionsbridge Wealth Management LLC Has $469,000 Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Lionsbridge Wealth Management LLC trimmed its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 55.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,933 shares of the company’s stock after selling 8,732 shares during the period. Lionsbridge Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $469,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Riverchase Wealth Management LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $1,720,000. Marshall & Sterling Wealth Advisors Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 339.6% during the 4th quarter. Marshall & Sterling Wealth Advisors Inc. now owns 61,437 shares of the company’s stock worth $4,081,000 after purchasing an additional 47,461 shares in the last quarter. LPL Financial LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.8% during the 4th quarter. LPL Financial LLC now owns 3,189,556 shares of the company’s stock worth $211,882,000 after purchasing an additional 549,559 shares in the last quarter. Cary Street Partners Investment Advisory LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 12,964.6% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 31,355 shares of the company’s stock valued at $2,083,000 after purchasing an additional 31,115 shares during the last quarter. Finally, Triad Wealth Partners LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 54.1% during the 1st quarter. Triad Wealth Partners LLC now owns 280,770 shares of the company’s stock valued at $17,944,000 after purchasing an additional 98,552 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.4%

NYSEARCA:HELO opened at $69.22 on Wednesday. The firm has a market cap of $4.68 billion, a PE ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $63.24 and a 12 month high of $70.23. The company’s 50-day moving average price is $68.58 and its two-hundred day moving average price is $67.29.

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. 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.