Forvis Mazars Wealth Advisors LLC Grows Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

Forvis Mazars Wealth Advisors LLC increased its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.2% during the 2nd quarter, according to the company in its most recent 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 quarter. JPMorgan Hedged Equity Laddered Overlay ETF accounts for 2.9% of Forvis Mazars Wealth Advisors LLC’s holdings, making the stock its 6th biggest holding. Forvis Mazars Wealth Advisors LLC’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $135,397,000 as of its most recent filing with the SEC.

Other large investors have also recently modified their holdings of the company. Hazlett Burt & Watson Inc. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 1,179.4% during the 1st quarter. Hazlett Burt & Watson Inc. now owns 435 shares of the company’s stock valued at $26,000 after purchasing an additional 401 shares during the last quarter. ORG Partners LLC bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at approximately $30,000. Compass Financial Services Inc bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at approximately $64,000. Parallel Advisors LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 138.8% during the 2nd quarter. Parallel Advisors LLC now owns 1,194 shares of the company’s stock valued at $75,000 after purchasing an additional 694 shares during the last quarter. Finally, Harbor Asset Planning Inc. bought a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF during the 2nd quarter valued at approximately $92,000.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance

NYSEARCA HELO opened at $64.91 on Friday. The company has a market cap of $3.47 billion, a P/E ratio of 25.99 and a beta of 0.56. The business’s 50 day moving average price is $64.55 and its 200-day moving average price is $62.33. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $56.11 and a fifty-two week high of $65.25.

About JPMorgan Hedged Equity Laddered Overlay ETF

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.