WealthPLAN Partners LLC Has $7.08 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

WealthPLAN Partners LLC decreased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 33.7% in the 2nd quarter, Holdings Channel reports. The fund owned 113,065 shares of the company’s stock after selling 57,463 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 1.1% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 18th largest holding. WealthPLAN Partners LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $7,076,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of HELO. Hazlett Burt & Watson Inc. raised its stake in 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 worth $26,000 after acquiring an additional 401 shares in the last quarter. ORG Partners LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter worth about $30,000. Compass Financial Services Inc acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth about $64,000. Parallel Advisors LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after acquiring an additional 694 shares in the last quarter. Finally, AE Wealth Management LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% during the first quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock worth $100,000 after acquiring an additional 576 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 0.0%

NYSEARCA:HELO opened at $64.85 on Thursday. The stock has a market cap of $3.44 billion, a P/E ratio of 25.99 and a beta of 0.56. The stock’s 50-day moving average is $64.49 and its 200-day moving average is $62.25. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $56.11 and a 1-year high of $65.25.

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.