Planned Solutions Inc. Has $5.98 Million Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Planned Solutions Inc. increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 26,839.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 96,445 shares of the company’s stock after acquiring an additional 96,087 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF comprises about 2.4% of Planned Solutions Inc.’s investment portfolio, making the stock its 11th largest holding. Planned Solutions Inc. owned approximately 0.89% of JPMorgan Hedged Equity Laddered Overlay ETF worth $5,983,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Lowe Wealth Advisors LLC raised its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock valued at $51,000 after acquiring an additional 372 shares in the last quarter. Centaurus Financial Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% in the second quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock worth $159,000 after purchasing an additional 904 shares during the period. Claro Advisors LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at about $205,000. NBC Securities Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $223,000. Finally, Monterey Private Wealth Inc. acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter worth about $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Up 0.5 %

HELO stock opened at $62.70 on Tuesday. The company’s 50-day moving average price is $62.67 and its two-hundred day moving average price is $60.95. The firm has a market cap of $679.04 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 $53.03 and a 12 month high of $63.42.

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.