Consolidated Planning Corp Acquires 23,170 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Consolidated Planning Corp increased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 471,034 shares of the company’s stock after buying an additional 23,170 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises approximately 3.9% of Consolidated Planning Corp’s investment portfolio, making the stock its 2nd largest holding. Consolidated Planning Corp owned approximately 1.01% of JPMorgan Hedged Equity Laddered Overlay ETF worth $28,111,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. Harbour Investments Inc. lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 46.7% in the 4th quarter. Harbour Investments Inc. now owns 647 shares of the company’s stock valued at $40,000 after purchasing an additional 206 shares in the last quarter. Essex Savings Bank grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 2.9% in the 1st quarter. Essex Savings Bank now owns 8,797 shares of the company’s stock valued at $525,000 after acquiring an additional 247 shares in the last quarter. BCGM Wealth Management LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 5.0% in the 4th quarter. BCGM Wealth Management LLC now owns 5,826 shares of the company’s stock valued at $361,000 after acquiring an additional 278 shares in the last quarter. Sanctuary Advisors LLC grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the 4th quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after acquiring an additional 356 shares in the last quarter. Finally, Truist Financial Corp grew its position in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the 4th quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after acquiring an additional 384 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $61.87 on Monday. The stock has a 50-day moving average of $60.46 and a two-hundred day moving average of $61.29. The company has a market cap of $3.18 billion, a P/E ratio of 25.10 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $55.83 and a 1-year high of $63.81.

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.