Plan Group Financial LLC Makes New Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Plan Group Financial LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 13,417 shares of the company’s stock, valued at approximately $832,000.

Several other hedge funds have also made changes to their positions in the stock. Strategic Financial Concepts LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% during the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock valued at $125,921,000 after purchasing an additional 2,010,101 shares during the last quarter. Legacy Financial Group LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% in the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock worth $55,556,000 after purchasing an additional 812,471 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock valued at $53,871,000 after acquiring an additional 253,875 shares in the last quarter. HighTower Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the 3rd quarter. HighTower Advisors LLC now owns 635,560 shares of the company’s stock valued at $38,820,000 after purchasing an additional 167,439 shares in the last quarter. Finally, Peterson Wealth Advisors LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% in the fourth quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock worth $37,332,000 after buying an additional 42,666 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.47 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $54.24 and a fifty-two week high of $63.50. The firm has a market cap of $687.38 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The firm has a fifty day moving average price of $62.75 and a two-hundred day moving average price of $61.57.

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.