Consolidated Planning Corp Grows Holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Consolidated Planning Corp increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 8.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 420,226 shares of the company’s stock after buying an additional 34,224 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 3.8% of Consolidated Planning Corp’s investment portfolio, making the stock its 4th largest position. Consolidated Planning Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $25,693,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Lowe Wealth Advisors LLC lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 81.9% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 826 shares of the company’s stock worth $51,000 after buying an additional 372 shares during the period. Summit Wealth Partners LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.6% during the second quarter. Summit Wealth Partners LLC now owns 7,006 shares of the company’s stock worth $410,000 after acquiring an additional 432 shares during the last quarter. Sprinkle Financial Consultants LLC lifted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 7.1% in the third quarter. Sprinkle Financial Consultants LLC now owns 7,097 shares of the company’s stock worth $434,000 after acquiring an additional 469 shares during the period. Annapolis Financial Services LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at approximately $35,000. Finally, Centaurus Financial Inc. increased its position in JPMorgan Hedged Equity Laddered Overlay ETF by 49.7% during the 2nd quarter. Centaurus Financial Inc. now owns 2,724 shares of the company’s stock valued at $159,000 after purchasing an additional 904 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.67 on Friday. The firm has a 50 day moving average price of $60.91 and a two-hundred day moving average price of $58.93. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $50.58 and a 52-week high of $62.74. The firm has a market cap of $678.72 million, a price-to-earnings 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.