Yarger Wealth Strategies LLC Purchases 19,470 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Yarger Wealth Strategies LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 297.4% in the second quarter, HoldingsChannel.com reports. The firm owned 26,017 shares of the company’s stock after acquiring an additional 19,470 shares during the period. Yarger Wealth Strategies LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,628,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Signature Estate & Investment Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth about $687,000. Reyes Financial Architecture Inc. raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% in the first quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after purchasing an additional 873 shares in the last quarter. Prairieview Wealth Partners LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% in the first quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after purchasing an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the first quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after purchasing an additional 2,330 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth about $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $64.28 on Monday. The company has a market capitalization of $3.40 billion, a PE ratio of 25.99 and a beta of 0.56. The company has a 50-day simple moving average of $64.39 and a two-hundred day simple moving average of $62.17. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $65.25.

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.