Planned Solutions Inc. Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Planned Solutions Inc. lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 105,657 shares of the company’s stock after buying an additional 6,371 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF makes up approximately 2.5% of Planned Solutions Inc.’s holdings, making the stock its 11th largest holding. Planned Solutions Inc. owned about 0.20% of JPMorgan Hedged Equity Laddered Overlay ETF worth $6,612,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Kingswood Wealth Advisors LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 80.0% during the 1st quarter. Kingswood Wealth Advisors LLC now owns 13,659 shares of the company’s stock valued at $815,000 after purchasing an additional 6,071 shares during the period. Envestnet Portfolio Solutions Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 48.2% during the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 96,446 shares of the company’s stock valued at $5,756,000 after purchasing an additional 31,371 shares during the period. Blue Trust Inc. increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 157.2% during the 1st quarter. Blue Trust Inc. now owns 14,350 shares of the company’s stock valued at $856,000 after purchasing an additional 8,771 shares during the period. Echo Wealth Management LLC increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 25.8% during the 1st quarter. Echo Wealth Management LLC now owns 70,246 shares of the company’s stock valued at $4,192,000 after purchasing an additional 14,407 shares during the period. Finally, First PREMIER Bank increased its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 500.0% during the 1st quarter. First PREMIER Bank now owns 3,000 shares of the company’s stock valued at $179,000 after purchasing an additional 2,500 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of NYSEARCA:HELO opened at $64.91 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $56.11 and a 1 year high of $65.25. The company has a market cap of $3.47 billion, a PE ratio of 25.99 and a beta of 0.56. The stock’s 50-day moving average is $64.55 and its 200 day moving average is $62.33.

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.