JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stock Holdings Lifted by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,163,590 shares of the company’s stock after purchasing an additional 268,943 shares during the period. JPMorgan Hedged Equity Laddered Overlay ETF comprises 2.9% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 6th biggest holding. Forvis Mazars Wealth Advisors LLC owned about 4.17% of JPMorgan Hedged Equity Laddered Overlay ETF worth $135,397,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hazlett Burt & Watson Inc. boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% in the first quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock worth $26,000 after purchasing an additional 401 shares during the last quarter. ORG Partners LLC purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth about $30,000. Compass Financial Services Inc purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter worth about $64,000. Parallel Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% in the second quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock worth $75,000 after purchasing an additional 694 shares during the last quarter. Finally, Harbor Asset Planning Inc. purchased a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the second quarter worth about $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

Shares of NYSEARCA:HELO opened at $64.91 on Friday. The stock has a market capitalization of $3.47 billion, a price-to-earnings ratio of 25.99 and a beta of 0.56. The stock’s 50-day simple moving average is $64.55 and its two-hundred day simple moving average is $62.33. JPMorgan Hedged Equity Laddered Overlay ETF has a 52-week low of $56.11 and a 52-week high of $65.25.

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.