WealthPLAN Partners LLC Invests $10.26 Million in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPLAN Partners LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the third quarter, HoldingsChannel reports. The fund acquired 167,760 shares of the company’s stock, valued at approximately $10,257,000. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.4% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 14th largest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of HELO. Gradient Investments LLC lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Gradient Investments LLC now owns 1,172,555 shares of the company’s stock valued at $68,665,000 after buying an additional 389,405 shares during the last quarter. CGC Financial Services LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 86.8% in the second quarter. CGC Financial Services LLC now owns 1,029,959 shares of the company’s stock valued at $60,314,000 after acquiring an additional 478,565 shares during the last quarter. Strategic Financial Concepts LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 12,459.0% in the second quarter. Strategic Financial Concepts LLC now owns 1,001,832 shares of the company’s stock valued at $587,000 after acquiring an additional 993,855 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after acquiring an additional 253,875 shares in the last quarter. Finally, Peterson Wealth Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 8.9% during the 3rd quarter. Peterson Wealth Advisors LLC now owns 555,607 shares of the company’s stock worth $33,970,000 after purchasing an additional 45,261 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.1 %

HELO stock opened at $62.84 on Tuesday. The firm has a market cap of $680.56 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $50.94 and a 1 year high of $62.92. The company has a fifty day simple moving average of $60.96 and a 200 day simple moving average of $59.04.

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.