3,630,519 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Purchased by Forvis Mazars Wealth Advisors LLC

Forvis Mazars Wealth Advisors LLC bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 3,630,519 shares of the company’s stock, valued at approximately $251,123,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up about 4.1% of Forvis Mazars Wealth Advisors LLC’s investment portfolio, making the stock its 3rd largest position. Forvis Mazars Wealth Advisors LLC owned approximately 5.18% of JPMorgan Hedged Equity Laddered Overlay ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently bought and sold shares of the company. Harbor Asset Planning Inc. boosted its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 9.8% during the first quarter. Harbor Asset Planning Inc. now owns 1,705 shares of the company’s stock worth $109,000 after purchasing an additional 152 shares in the last quarter. CAP Partners LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 2.2% in the 1st quarter. CAP Partners LLC now owns 8,674 shares of the company’s stock valued at $554,000 after buying an additional 190 shares in the last quarter. Lewis Asset Management LLC increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 5.2% in the 1st quarter. Lewis Asset Management LLC now owns 5,815 shares of the company’s stock valued at $372,000 after buying an additional 290 shares in the last quarter. Roman Butler Fullerton & Co. increased its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 6.2% in the 1st quarter. Roman Butler Fullerton & Co. now owns 5,363 shares of the company’s stock valued at $349,000 after buying an additional 312 shares in the last quarter. Finally, Members Wealth LLC raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF by 2.6% during the 1st quarter. Members Wealth LLC now owns 13,019 shares of the company’s stock worth $875,000 after buying an additional 336 shares during the period.

JPMorgan Hedged Equity Laddered Overlay ETF Stock Down 0.1%

JPMorgan Hedged Equity Laddered Overlay ETF stock traded down $0.09 during mid-day trading on Tuesday, hitting $69.89. 377,740 shares of the company’s stock were exchanged, compared to its average volume of 337,155. The firm has a market capitalization of $4.89 billion, a P/E ratio of 25.99 and a beta of 0.56. JPMorgan Hedged Equity Laddered Overlay ETF has a fifty-two week low of $63.24 and a fifty-two week high of $70.23. The company’s 50 day simple moving average is $69.51 and its 200-day simple moving average is $67.98.

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. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.