JPMorgan Chase & Co. Has $39.17 Million Holdings in iShares Core 60/40 Balanced Allocation ETF $AOR

JPMorgan Chase & Co. lessened its holdings in iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR) by 15.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 608,450 shares of the company’s stock after selling 109,292 shares during the quarter. JPMorgan Chase & Co. owned 1.36% of iShares Core 60/40 Balanced Allocation ETF worth $39,172,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Worth Asset Management LLC increased its stake in iShares Core 60/40 Balanced Allocation ETF by 67.4% in the 3rd quarter. Worth Asset Management LLC now owns 637,764 shares of the company’s stock valued at $41,059,000 after buying an additional 256,702 shares during the last quarter. Integrated Investment Consultants LLC grew its holdings in shares of iShares Core 60/40 Balanced Allocation ETF by 23.6% in the 2nd quarter. Integrated Investment Consultants LLC now owns 367,598 shares of the company’s stock valued at $22,633,000 after acquiring an additional 70,304 shares in the last quarter. Weitzel Financial Services Inc. acquired a new stake in shares of iShares Core 60/40 Balanced Allocation ETF in the second quarter valued at about $1,123,000. Kingswood Wealth Advisors LLC increased its position in shares of iShares Core 60/40 Balanced Allocation ETF by 117.3% in the third quarter. Kingswood Wealth Advisors LLC now owns 22,731 shares of the company’s stock valued at $1,463,000 after acquiring an additional 12,271 shares during the last quarter. Finally, Manning & Napier Advisors LLC bought a new stake in iShares Core 60/40 Balanced Allocation ETF during the third quarter worth about $765,000.

iShares Core 60/40 Balanced Allocation ETF Stock Performance

Shares of NYSEARCA AOR opened at $67.47 on Friday. The stock has a 50 day moving average price of $66.23 and a 200 day moving average price of $64.92. The stock has a market capitalization of $3.24 billion, a PE ratio of 19.83 and a beta of 0.65. iShares Core 60/40 Balanced Allocation ETF has a 52 week low of $52.97 and a 52 week high of $67.71.

About iShares Core 60/40 Balanced Allocation ETF

iShares Growth Allocation ETF, formerly iShares S&P Growth Allocation Fund (the Fund), is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P Target Risk Growth Index (the Growth Allocation Index). The Growth Allocation Index seeks to measure the performance of an asset allocation strategy targeted to a growth-focused risk profile. The Fund is designed for investors seeking moderate capital appreciation and opportunity for current income and capital preservation.