Capital Planning Advisors LLC Has $10.48 Million Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Capital Planning Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 41.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 168,919 shares of the company’s stock after purchasing an additional 49,826 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for about 1.6% of Capital Planning Advisors LLC’s portfolio, making the stock its 18th largest holding. Capital Planning Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $10,480,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the stock. Lowe Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the third quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after buying an additional 372 shares in the last quarter. Centaurus Financial Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after acquiring an additional 904 shares during the period. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at $205,000. NBC Securities Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the third quarter worth $223,000. Finally, Monterey Private Wealth Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $63.18 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.53 and a one year high of $63.42. The stock’s 50 day moving average is $62.68 and its 200 day moving average is $61.02. The firm has a market cap of $684.24 million, a P/E ratio of 24.88 and a beta of 0.56.

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.