SouthState Bank Corp Has $9.96 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO

SouthState Bank Corp lifted its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 6.6% in the first quarter, according to its most recent filing with the SEC. The firm owned 155,884 shares of the company’s stock after acquiring an additional 9,708 shares during the period. SouthState Bank Corp owned approximately 0.26% of JPMorgan Hedged Equity Laddered Overlay ETF worth $9,963,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Your Advocates Ltd. LLP bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF in the first quarter valued at about $29,000. Pinnacle Bancorp Inc. bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth about $29,000. HHM Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF during the first quarter worth about $31,000. Gilpin Wealth Management LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $34,000. Finally, High Note Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the fourth quarter valued at approximately $41,000.

JPMorgan Hedged Equity Laddered Overlay ETF Trading Up 0.2%

HELO stock opened at $68.15 on Wednesday. JPMorgan Hedged Equity Laddered Overlay ETF has a 1-year low of $62.64 and a 1-year high of $68.35. The firm has a market cap of $3.99 billion, a P/E ratio of 25.99 and a beta of 0.57. The business’s 50 day moving average is $67.70 and its 200-day moving average is $66.77.

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. 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.