Mascagni Wealth Management Inc. Has $1.27 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Mascagni Wealth Management Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 19.7% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,230 shares of the company’s stock after buying an additional 3,335 shares during the period. Mascagni Wealth Management Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,266,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of HELO. Signature Estate & Investment Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter valued at about $687,000. Reyes Financial Architecture Inc. boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% during the 1st quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock valued at $388,000 after purchasing an additional 873 shares during the last quarter. Family Capital Management Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $896,000. Prime Capital Investment Advisors LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth approximately $841,000. Finally, Yarger Wealth Strategies LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 297.4% in the second quarter. Yarger Wealth Strategies LLC now owns 26,017 shares of the company’s stock valued at $1,628,000 after purchasing an additional 19,470 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1%

NYSEARCA HELO opened at $65.50 on Thursday. The firm has a market capitalization of $3.57 billion, a P/E ratio of 25.99 and a beta of 0.58. The business has a fifty day simple moving average of $64.96 and a 200 day simple moving average of $63.05. JPMorgan Hedged Equity Laddered Overlay ETF has a 12 month low of $56.11 and a 12 month high of $66.01.

JPMorgan Hedged Equity Laddered Overlay ETF 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.