SouthState Corp Buys 3,225 Shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

SouthState Corp raised its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 24.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,229 shares of the company’s stock after buying an additional 3,225 shares during the period. SouthState Corp owned about 0.15% of JPMorgan Hedged Equity Laddered Overlay ETF worth $1,007,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in HELO. Thrivent Financial for Lutherans boosted its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 20.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 109,619 shares of the company’s stock valued at $6,702,000 after purchasing an additional 18,750 shares during the last quarter. MAI Capital Management bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the third quarter valued at $847,000. CAP Partners LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF by 5.8% during the 3rd quarter. CAP Partners LLC now owns 4,666 shares of the company’s stock worth $285,000 after acquiring an additional 257 shares during the period. Semus Wealth Partners LLC raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF by 136.4% in the 3rd quarter. Semus Wealth Partners LLC now owns 9,460 shares of the company’s stock worth $578,000 after acquiring an additional 5,458 shares in the last quarter. Finally, Great Valley Advisor Group Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 3rd quarter valued at about $1,003,000.

JPMorgan Hedged Equity Laddered Overlay ETF Price Performance

NYSEARCA HELO opened at $60.61 on Tuesday. The stock has a market capitalization of $2.74 billion, a P/E ratio of 26.59 and a beta of 0.56. The business has a 50 day simple moving average of $62.36 and a 200 day simple moving average of $61.97. JPMorgan Hedged Equity Laddered Overlay ETF has a one year low of $54.24 and a one year high of $63.81.

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.