Planned Solutions Inc. Acquires 96,087 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Planned Solutions Inc. grew its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 26,839.9% in the 4th quarter, Holdings Channel reports. The fund owned 96,445 shares of the company’s stock after buying an additional 96,087 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 2.4% of Planned Solutions Inc.’s investment portfolio, making the stock its 11th largest holding. Planned Solutions Inc.’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $5,983,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in HELO. Monterey Private Wealth Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter valued at approximately $227,000. Harbor Investment Advisory LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12.5% in the fourth quarter. Harbor Investment Advisory LLC now owns 60,336 shares of the company’s stock valued at $3,743,000 after buying an additional 6,692 shares in the last quarter. Lionsbridge Wealth Management LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.2% during the fourth quarter. Lionsbridge Wealth Management LLC now owns 76,632 shares of the company’s stock worth $4,754,000 after buying an additional 12,881 shares during the last quarter. Shore Point Advisors LLC increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 14.0% during the fourth quarter. Shore Point Advisors LLC now owns 44,267 shares of the company’s stock worth $2,746,000 after buying an additional 5,448 shares in the last quarter. Finally, Mechanics Bank Trust Department bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $574,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %

Shares of HELO stock opened at $62.70 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $53.03 and a twelve month high of $63.42. The stock’s fifty day simple moving average is $62.67 and its 200 day simple moving average is $60.95. The firm has a market capitalization of $679.04 million, a P/E ratio of 24.88 and a beta of 0.56.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.