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

Capital Planning Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 41.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 168,919 shares of the company’s stock after buying an additional 49,826 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 1.6% of Capital Planning Advisors LLC’s portfolio, making the stock its 18th biggest position. Capital Planning Advisors LLC owned about 1.56% of JPMorgan Hedged Equity Laddered Overlay ETF worth $10,480,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of HELO. Peterson Wealth Advisors LLC boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.7% during the 4th quarter. Peterson Wealth Advisors LLC now owns 598,273 shares of the company’s stock worth $37,332,000 after buying an additional 42,666 shares during the last quarter. Janney Montgomery Scott LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 16.4% during the fourth quarter. Janney Montgomery Scott LLC now owns 90,496 shares of the company’s stock valued at $5,614,000 after purchasing an additional 12,740 shares during the last quarter. Evolution Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the fourth quarter valued at approximately $1,655,000. Planned Solutions Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 26,839.9% during the 4th quarter. Planned Solutions Inc. now owns 96,445 shares of the company’s stock worth $5,983,000 after purchasing an additional 96,087 shares during the last quarter. Finally, Monterey Private Wealth Inc. bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 4th quarter worth approximately $227,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.3 %

NYSEARCA:HELO opened at $63.18 on Thursday. The stock has a market capitalization of $684.24 million, a PE ratio of 24.88 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $53.53 and a 1-year high of $63.42. The firm has a fifty day simple moving average of $62.68 and a 200 day simple moving average of $61.02.

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.