Legacy Wealth Managment LLC ID Purchases 5,998 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Legacy Wealth Managment LLC ID increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 36.8% during the second quarter, Holdings Channel reports. The institutional investor owned 22,284 shares of the company’s stock after purchasing an additional 5,998 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 0.7% of Legacy Wealth Managment LLC ID’s portfolio, making the stock its 28th largest holding. Legacy Wealth Managment LLC ID’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $1,395,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Hazlett Burt & Watson Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after acquiring an additional 401 shares in the last quarter. ORG Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth $30,000. Avion Wealth acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at $51,000. Assetmark Inc. grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 24.4% in the 2nd quarter. Assetmark Inc. now owns 893 shares of the company’s stock valued at $56,000 after purchasing an additional 175 shares during the period. Finally, Compass Financial Services Inc bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $64,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2%

HELO opened at $65.27 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $66.01. The company has a market cap of $3.56 billion, a price-to-earnings ratio of 25.99 and a beta of 0.58. The company’s fifty day moving average price is $65.00 and its two-hundred day moving average price is $63.12.

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.