Clear Creek Financial Management LLC Raises Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Clear Creek Financial Management LLC grew its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 105.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 41,442 shares of the company’s stock after acquiring an additional 21,310 shares during the period. Clear Creek Financial Management LLC owned about 0.38% of JPMorgan Hedged Equity Laddered Overlay ETF worth $2,571,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Susquehanna International Group LLP raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 334.8% during the 2nd quarter. Susquehanna International Group LLP now owns 65,472 shares of the company’s stock valued at $3,834,000 after purchasing an additional 50,413 shares in the last quarter. B. Riley Wealth Advisors Inc. purchased a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the second quarter valued at $240,000. Truist Financial Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter valued at about $343,000. Cetera Investment Advisers lifted its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 86.5% in the second quarter. Cetera Investment Advisers now owns 187,999 shares of the company’s stock worth $11,009,000 after acquiring an additional 87,191 shares during the period. Finally, Centaurus Financial Inc. grew its holdings 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 worth $159,000 after acquiring an additional 904 shares in the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA:HELO opened at $62.80 on Friday. The firm has a 50-day simple moving average of $62.77 and a 200-day simple moving average of $61.18. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50. The firm has a market cap of $680.12 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.