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NYSEARCA:HELO

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News

$62.04
+0.10 (+0.16%)
(As of 10/29/2024 ET)

About JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Key Stats

Today's Range
$61.75
$62.42
50-Day Range
$58.58
$62.04
52-Week Range
$48.91
$62.42
Volume
337,384 shs
Average Volume
199,361 shs
Market Capitalization
$671.89 million
Assets Under Management
$1.82 billion
Dividend Yield
0.28%
Net Expense Ratio
0.50%
Aggregate Rating
Moderate Buy

ETF Overview

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.

JPMorgan Hedged Equity Laddered Overlay ETF Expenses

TypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.50%0.57%0.55%0.51%0.52%
Other Expenses0.00%0.31%0.49%0.58%0.53%
Total Expense0.50%0.65%0.71%0.73%0.71%
Fee Waiver0.00%-0.26%-0.52%-0.68%-0.57%
Net Expense0.50%0.62%0.61%0.58%0.59%
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HELO ETF News Headlines

JPMorgan US Equity Premium Income Active (JEPI)
Banking failure dead ahead
If you missed it, my emergency election broadcast is now available - but will be removed soon
RWL: Good Value Alternative To SPY
HELO: A Better Mouse Trap
Hedged Equity
See More Headlines

HELO ETF - Frequently Asked Questions

JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the beginning of 2024. Since then, HELO shares have increased by 17.3% and is now trading at $62.04.
View the best growth stocks for 2024 here
.

JPMorgan Hedged Equity Laddered Overlay ETF's top institutional shareholders include Wealth Enhancement Advisory Services LLC (8.14%), Peterson Wealth Advisors LLC (5.13%), Raymond James & Associates (2.92%) and Leo Wealth LLC (2.18%).

Shares of HELO stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

Based on aggregate information from My MarketBeat watchlists, some other companies that JPMorgan Hedged Equity Laddered Overlay ETF investors own include Meta Platforms (META), ADMA Biologics (ADMA), ARM (ARM), Berkshire Hathaway (BRK.B), Borealis Foods (BRLS), Chipotle Mexican Grill (CMG) and Coinbase Global (COIN).

Fund Details

Issuer
JPMorgan
Fund Name
JPMorgan Hedged Equity Laddered Overlay ETF
Tax Classification
Regulated Investment Company
Current Symbol
NYSEARCA:HELO
Inception Date
9/28/2023
Fund Manager
Hamilton Reiner, Raffaele Zingone
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
N/A
Category
Size and Style
Focus
Large Cap
Development Level
Developed Markets
Region
North America
Number of Holdings
327

Fund Statistics

Assets Under Management
$1.82 billion
Average Daily Volume
$0.00
Discount/Premium
0.13%

Administrator, Advisor and Custodian

Administrator
J.P. Morgan Investment Management Inc.
Advisor
J.P. Morgan Investment Management Inc.
Custodian
JPMorgan Chase Bank, N.A.
Distributor
JPMorgan Distribution Services, Inc.
Transfer Agent
JPMorgan Chase Bank, N.A.
Trustee
N/A
Lead Market Maker
Jane Street

Options

Optionable
N/A
Short Interest
94,900 shs

Miscellaneous

Beta
0.56
Creation Unit
25,000
Creation Fee
$225.00
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Top 10 HELO Holdings

HELO Sector Exposure

HELO Industry Exposure


This page (NYSEARCA:HELO) was last updated on 10/30/2024 by MarketBeat.com Staff
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