Comprehensive Financial Planning Inc. PA Buys New Stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Comprehensive Financial Planning Inc. PA acquired a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,338 shares of the company’s stock, valued at approximately $269,000.

Several other institutional investors have also recently added to or reduced their stakes in HELO. Lowe Wealth Advisors LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 81.7% in the fourth quarter. Lowe Wealth Advisors LLC now owns 1,501 shares of the company’s stock worth $93,000 after purchasing an additional 675 shares in the last quarter. Claro Advisors LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter worth $205,000. NBC Securities Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth about $223,000. Monterey Private Wealth Inc. acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $227,000. Finally, MCIA Inc acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at $230,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.76 on Monday. The business has a 50-day moving average of $62.76 and a two-hundred day moving average of $61.35. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.10 and a 1 year high of $63.50. The company has a market capitalization of $679.69 million, a P/E ratio of 24.88 and a beta of 0.56.

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.