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

Clear Creek Financial Management LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 105.9% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 41,442 shares of the company’s stock after buying an additional 21,310 shares during the period. Clear Creek Financial Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $2,571,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Legacy Financial Group LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 978.8% during the fourth quarter. Legacy Financial Group LLC now owns 895,479 shares of the company’s stock valued at $55,556,000 after acquiring an additional 812,471 shares during the last quarter. SK Wealth Management LLC purchased a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at $16,732,000. Wealth Enhancement Advisory Services LLC boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 40.5% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 881,103 shares of the company’s stock worth $53,871,000 after purchasing an additional 253,875 shares in the last quarter. Raymond James & Associates grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% during the 3rd quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock worth $19,314,000 after buying an additional 233,895 shares during the last quarter. Finally, Transform Wealth LLC acquired a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the 3rd quarter valued at about $11,827,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $62.80 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $53.60 and a one year high of $63.50. The stock has a market cap of $680.12 million, a PE ratio of 24.88 and a beta of 0.56. The stock has a 50-day moving average of $62.77 and a two-hundred day moving average of $61.18.

JPMorgan Hedged Equity Laddered Overlay ETF Company 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.