WealthPLAN Partners LLC Trims Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPLAN Partners LLC decreased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 160,629 shares of the company’s stock after selling 7,131 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 1.4% of WealthPLAN Partners LLC’s holdings, making the stock its 13th largest holding. WealthPLAN Partners LLC owned approximately 1.48% of JPMorgan Hedged Equity Laddered Overlay ETF worth $9,965,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of HELO. CAP Partners LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after buying an additional 257 shares during the period. John W. Brooker & Co. CPAs increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% during the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after buying an additional 279 shares during the period. Total Clarity Wealth Management Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% during the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after buying an additional 386 shares during the period. Orrstown Financial Services Inc. increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 0.5% during the fourth quarter. Orrstown Financial Services Inc. now owns 87,519 shares of the company’s stock valued at $5,430,000 after buying an additional 396 shares during the period. Finally, Sprinkle Financial Consultants LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% during the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock valued at $434,000 after buying an additional 469 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3 %

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.42 on Friday. The firm has a market cap 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 12 month low of $54.24 and a 12 month high of $63.50. The stock’s fifty day moving average price is $62.74 and its 200-day moving average price is $61.46.

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.