Forvis Mazars Wealth Advisors LLC Has $85.96 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Forvis Mazars Wealth Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 43.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,385,589 shares of the company’s stock after purchasing an additional 418,404 shares during the quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for approximately 2.0% of Forvis Mazars Wealth Advisors LLC’s investment portfolio, making the stock its 8th largest holding. Forvis Mazars Wealth Advisors LLC owned approximately 12.79% of JPMorgan Hedged Equity Laddered Overlay ETF worth $85,962,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Sanctuary Advisors LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $542,000. Stifel Financial Corp bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter worth $934,000. JPMorgan Chase & Co. lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 35.4% during the third quarter. JPMorgan Chase & Co. now owns 343,256 shares of the company’s stock worth $20,987,000 after purchasing an additional 89,742 shares during the last quarter. Private Advisor Group LLC lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 67.5% during the fourth quarter. Private Advisor Group LLC now owns 202,460 shares of the company’s stock worth $12,561,000 after purchasing an additional 81,566 shares during the last quarter. Finally, Raymond James & Associates lifted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 285.2% during the third quarter. Raymond James & Associates now owns 315,893 shares of the company’s stock worth $19,314,000 after purchasing an additional 233,895 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Down 1.3 %

NYSEARCA:HELO opened at $62.85 on Friday. JPMorgan Hedged Equity Laddered Overlay ETF has a twelve month low of $54.24 and a twelve month high of $63.81. The company has a market cap of $680.67 million, a price-to-earnings ratio of 24.88 and a beta of 0.56. The stock has a fifty day simple moving average of $62.76 and a 200-day simple moving average of $61.71.

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.