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

Forvis Mazars Wealth Advisors LLC lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 43.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,385,589 shares of the company’s stock after acquiring 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 0.13% of JPMorgan Hedged Equity Laddered Overlay ETF worth $85,962,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. CAP Partners LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% in the third quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock valued at $285,000 after purchasing an additional 257 shares during the last quarter. John W. Brooker & Co. CPAs grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 1.5% in the fourth quarter. John W. Brooker & Co. CPAs now owns 18,304 shares of the company’s stock valued at $1,136,000 after purchasing an additional 279 shares during the last quarter. Sanctuary Advisors LLC grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 4.1% in the fourth quarter. Sanctuary Advisors LLC now owns 8,999 shares of the company’s stock valued at $566,000 after purchasing an additional 356 shares during the last quarter. Truist Financial Corp grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 7.2% in the fourth quarter. Truist Financial Corp now owns 5,685 shares of the company’s stock valued at $353,000 after purchasing an additional 384 shares during the last quarter. Finally, Total Clarity Wealth Management Inc. grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.7% in the fourth quarter. Total Clarity Wealth Management Inc. now owns 14,425 shares of the company’s stock valued at $895,000 after purchasing an additional 386 shares during the last quarter.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

HELO opened at $62.85 on Friday. The business’s 50-day moving average is $62.76 and its two-hundred day moving average is $61.71. JPMorgan Hedged Equity Laddered Overlay ETF has a 1 year low of $54.24 and a 1 year high of $63.81. The firm has a market capitalization of $680.67 million, a PE 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.