WealthPlan Investment Management LLC Buys 100,755 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPlan Investment Management LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 87.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 215,990 shares of the company’s stock after purchasing an additional 100,755 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 1.3% of WealthPlan Investment Management LLC’s holdings, making the stock its 18th biggest holding. WealthPlan Investment Management LLC owned about 1.99% of JPMorgan Hedged Equity Laddered Overlay ETF worth $13,400,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Strategic Financial Concepts LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 10,269.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 2,029,675 shares of the company’s stock worth $125,921,000 after buying an additional 2,010,101 shares during the period. Legacy Financial Group LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the 4th quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after buying an additional 812,471 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings 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 purchasing an additional 253,875 shares during the period. HighTower Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.8% during the third 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 holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the fourth quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock valued at $37,332,000 after purchasing an additional 42,666 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.3 %

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.42 on Friday. The stock’s 50 day moving average is $62.74 and its 200 day moving average is $61.46. The company has a market capitalization of $686.84 million, a P/E ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.50.

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.