WealthPlan Investment Management LLC Invests $7.05 Million in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPlan Investment Management LLC purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 115,235 shares of the company’s stock, valued at approximately $7,045,000. WealthPlan Investment Management LLC owned approximately 1.06% of JPMorgan Hedged Equity Laddered Overlay ETF at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Blue Trust Inc. purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter worth approximately $325,000. Osaic Holdings Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 288.1% in the 1st quarter. Osaic Holdings Inc. now owns 135,790 shares of the company’s stock valued at $7,600,000 after buying an additional 100,805 shares in the last quarter. HBW Advisory Services LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 104.7% in the 3rd quarter. HBW Advisory Services LLC now owns 27,342 shares of the company’s stock valued at $1,672,000 after buying an additional 13,983 shares in the last quarter. Summit Wealth Partners LLC lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% in the 2nd quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock valued at $410,000 after buying an additional 432 shares in the last quarter. Finally, NBC Securities Inc. purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at approximately $223,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

HELO stock opened at $62.84 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $50.94 and a 1 year high of $62.92. The stock’s 50 day moving average price is $60.96 and its 200 day moving average price is $59.04. The firm has a market cap of $680.56 million, a P/E ratio of 24.88 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.