Lionsbridge Wealth Management LLC Sells 8,732 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Lionsbridge Wealth Management LLC decreased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 55.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor 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 also recently modified their holdings of the company. Harbor Asset Planning Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the first quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock valued at $109,000 after purchasing an additional 152 shares during the period. Marks Group Wealth Management Inc increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% in the 4th quarter. Marks Group Wealth Management Inc now owns 6,006 shares of the company’s stock valued at $399,000 after buying an additional 167 shares during the period. CAP Partners LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% in the 1st quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock valued at $554,000 after buying an additional 190 shares in the last quarter. Cornerstone Wealth Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the 4th quarter. Cornerstone Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $280,000 after buying an additional 200 shares in the last quarter. Finally, Clearstead Trust LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.3% during the 4th quarter. Clearstead Trust LLC now owns 6,879 shares of the company’s stock worth $457,000 after acquiring an additional 222 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $69.22 on Wednesday. The company has a 50-day moving average of $68.58 and a 200-day moving average of $67.29. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $63.24 and a 52 week high of $70.23. The company has a market capitalization of $4.68 billion, a price-to-earnings ratio of 25.99 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. 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.