WealthPlan Investment Management LLC Purchases Shares of 115,235 JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

WealthPlan Investment Management LLC purchased a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, Holdings Channel.com reports. The fund purchased 115,235 shares of the company’s stock, valued at approximately $7,045,000.

Other institutional investors also recently bought and sold shares of the company. Lowe Wealth Advisors LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $27,000. Annapolis Financial Services LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $35,000. Stephens Consulting LLC acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $57,000. SouthState Corp acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter worth $117,000. Finally, Centaurus Financial Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after buying an additional 904 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.1 %

HELO stock opened at $62.84 on Tuesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $50.94 and a 52 week high of $62.92. The company has a market cap of $680.56 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The business has a fifty day simple moving average of $60.96 and a 200-day simple moving average of $59.04.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.