Lakeridge Wealth Management LLC Has $1.04 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Lakeridge Wealth Management LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,468 shares of the company’s stock after purchasing an additional 3,087 shares during the quarter. Lakeridge Wealth Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,042,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Parallel Advisors LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $30,000. Harbour Investments Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% during the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after purchasing an additional 206 shares during the last quarter. Assetmark Inc. acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth $45,000. Steward Partners Investment Advisory LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 670.7% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,919 shares of the company’s stock worth $119,000 after buying an additional 1,670 shares in the last quarter. Finally, Lowe Wealth Advisors LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 39.6% during the first quarter. Lowe Wealth Advisors LLC now owns 2,095 shares of the company’s stock worth $125,000 after buying an additional 594 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO opened at $61.82 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $55.83 and a fifty-two week high of $63.81. The company has a market capitalization of $3.18 billion, a P/E ratio of 25.10 and a beta of 0.56. The stock has a fifty day moving average of $60.09 and a 200-day moving average of $61.36.

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.