Clear Creek Financial Management LLC Sells 21,852 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Clear Creek Financial Management LLC decreased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 32.5% during the fourth quarter, Holdings Channel reports. The firm owned 45,422 shares of the company’s stock after selling 21,852 shares during the quarter. Clear Creek Financial Management LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $3,017,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Triad Wealth Partners LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $12,105,000. DeDora Capital Inc. raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 26.5% in the fourth quarter. DeDora Capital Inc. now owns 69,291 shares of the company’s stock worth $4,603,000 after acquiring an additional 14,530 shares during the period. Fiduciary Alliance LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 12.5% in the fourth quarter. Fiduciary Alliance LLC now owns 90,235 shares of the company’s stock worth $5,994,000 after acquiring an additional 10,046 shares during the period. Campbell Deegan Wealth Management LLC raised its position in JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% in the fourth quarter. Campbell Deegan Wealth Management LLC now owns 253,813 shares of the company’s stock worth $16,861,000 after acquiring an additional 22,729 shares during the period. Finally, Capital Investment Advisory Services LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 107.9% during the 4th quarter. Capital Investment Advisory Services LLC now owns 44,368 shares of the company’s stock valued at $2,947,000 after purchasing an additional 23,032 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

Shares of HELO stock opened at $65.44 on Friday. The company has a market capitalization of $3.86 billion, a price-to-earnings ratio of 25.99 and a beta of 0.60. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $57.45 and a one year high of $67.60. The company’s fifty day moving average price is $65.75 and its 200-day moving average price is $65.84.

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. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.