Consolidated Planning Corp Has $19.14 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Consolidated Planning Corp lowered its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 35.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 305,906 shares of the company’s stock after selling 165,128 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 2.4% of Consolidated Planning Corp’s holdings, making the stock its 7th biggest holding. Consolidated Planning Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $19,144,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of HELO. Hazlett Burt & Watson Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares during the last quarter. Parallel Advisors LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $30,000. ORG Partners LLC acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 2nd quarter valued at about $30,000. Compass Financial Services Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at about $64,000. Finally, AE Wealth Management LLC boosted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 52.2% in the 1st quarter. AE Wealth Management LLC now owns 1,679 shares of the company’s stock valued at $100,000 after buying an additional 576 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $65.08 on Thursday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $56.11 and a one year high of $65.24. The company has a 50-day simple moving average of $64.16 and a 200-day simple moving average of $61.94. The firm has a market capitalization of $3.46 billion, a PE ratio of 25.99 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.