WealthPlan Investment Management LLC Buys 100,755 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPlan Investment Management LLC raised its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 87.4% in the 4th quarter, Holdings Channel reports. The firm owned 215,990 shares of the company’s stock after acquiring an additional 100,755 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.3% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 18th largest holding. WealthPlan Investment Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $13,400,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Strategic Financial Concepts LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the 4th quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after buying an additional 2,010,101 shares in the last quarter. Legacy Financial Group LLC increased its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after acquiring an additional 812,471 shares during the last quarter. Legacy CG LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4,462.7% during the fourth quarter. Legacy CG LLC now owns 273,215 shares of the company’s stock valued at $16,950,000 after purchasing an additional 267,227 shares during the period. SK Wealth Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $16,732,000. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $63.42 on Friday. The company has a market cap of $686.84 million, a P/E ratio of 24.88 and a beta of 0.56. The business’s 50 day moving average price is $62.74 and its 200-day moving average price is $61.46. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.50.

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.