Planned Solutions Inc. Purchases 6,371 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Planned Solutions Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 105,657 shares of the company’s stock after acquiring an additional 6,371 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 2.5% of Planned Solutions Inc.’s holdings, making the stock its 11th largest holding. Planned Solutions Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $6,612,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. Signature Estate & Investment Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at approximately $687,000. Reyes Financial Architecture Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 15.5% in the 1st quarter. Reyes Financial Architecture Inc. now owns 6,494 shares of the company’s stock worth $388,000 after purchasing an additional 873 shares in the last quarter. Prairieview Wealth Partners LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 3.0% in the 1st quarter. Prairieview Wealth Partners LLC now owns 115,069 shares of the company’s stock worth $6,867,000 after purchasing an additional 3,360 shares in the last quarter. Thoroughbred Financial Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.7% in the 1st quarter. Thoroughbred Financial Services LLC now owns 37,228 shares of the company’s stock worth $2,221,000 after purchasing an additional 2,330 shares in the last quarter. Finally, Prime Capital Investment Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter worth approximately $841,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.4%

Shares of HELO opened at $64.91 on Friday. The business’s 50 day moving average price is $64.55 and its 200-day moving average price is $62.33. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $56.11 and a 52 week high of $65.25. The stock has a market cap of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56.

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.