SouthState Bank Corp lifted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 6.6% during the 1st quarter, Holdings Channel reports. The firm owned 155,884 shares of the company’s stock after buying an additional 9,708 shares during the quarter. SouthState Bank Corp’s holdings in JPMorgan Hedged Equity Laddered Overlay ETF were worth $9,963,000 at the end of the most recent reporting period.
Other hedge funds have also made changes to their positions in the company. Pinnacle Bancorp Inc. acquired a new position in shares of JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter worth approximately $29,000. Your Advocates Ltd. LLP acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF during the 1st quarter valued at $29,000. HHM Wealth Advisors LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 1st quarter valued at $31,000. Gilpin Wealth Management LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $34,000. Finally, High Note Wealth LLC bought a new position in JPMorgan Hedged Equity Laddered Overlay ETF in the 4th quarter valued at $41,000.
JPMorgan Hedged Equity Laddered Overlay ETF Stock Performance
JPMorgan Hedged Equity Laddered Overlay ETF stock opened at $68.15 on Wednesday. The business’s fifty day moving average is $67.70 and its two-hundred day moving average is $66.77. The firm has a market cap of $3.99 billion, a P/E ratio of 25.99 and a beta of 0.57. JPMorgan Hedged Equity Laddered Overlay ETF has a 52 week low of $62.64 and a 52 week high of $68.35.
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.
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Want to see what other hedge funds are holding HELO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report).
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