JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Holdings Boosted by Lionsbridge Wealth Management LLC

Lionsbridge Wealth Management LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 20.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 76,632 shares of the company’s stock after buying an additional 12,881 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 4.0% of Lionsbridge Wealth Management LLC’s portfolio, making the stock its 7th biggest position. Lionsbridge Wealth Management LLC owned about 0.71% of JPMorgan Hedged Equity Laddered Overlay ETF worth $4,754,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of HELO. Envestnet Asset Management Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 232.7% in the second quarter. Envestnet Asset Management Inc. now owns 414,491 shares of the company’s stock worth $24,273,000 after buying an additional 289,914 shares during the period. Thrivent Financial for Lutherans increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 133.8% in the 2nd quarter. Thrivent Financial for Lutherans now owns 90,869 shares of the company’s stock worth $5,321,000 after purchasing an additional 52,002 shares during the period. Daymark Wealth Partners LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the second quarter. Daymark Wealth Partners LLC now owns 174,675 shares of the company’s stock valued at $10,229,000 after purchasing an additional 11,759 shares during the last quarter. Susquehanna International Group LLP boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% during the second quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock valued at $3,834,000 after purchasing an additional 50,413 shares during the period. Finally, Silver Lake Advisory LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at approximately $13,184,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %

Shares of NYSEARCA HELO opened at $62.70 on Monday. The firm’s fifty day moving average is $62.67 and its 200 day moving average is $60.95. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $53.03 and a 52 week high of $63.42. The company has a market cap of $679.04 million, a price-to-earnings ratio of 24.88 and a beta of 0.56.

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.