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

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.

Key Stats

• Today's Range: $60.19 to $60.61
• 50-Day Range: $59.89 to $63.70
• 52-Week Range: $54.24 to $63.81
• Volume: 439,345 shs
• Average Volume: 291,389 shs
• Market Capitalization: $2.75 billion
• Assets Under Management: $2.75 billion
• Dividend Yield: 0.61%
• Net Expense Ratio: 0.50%
• Aggregate Rating: Moderate Buy

HELO ETF - Frequently Asked Questions

How have HELO shares performed this year?

JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $62.04 at the start of the year. Since then, HELO stock has decreased by 2.8% and is now trading at $60.30.
View the best growth stocks for 2025 here.

Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders?

Top institutional shareholders of JPMorgan Hedged Equity Laddered Overlay ETF include Strategic Financial Concepts LLC (18.74%), Envestnet Asset Management Inc. (14.20%), Forvis Mazars Wealth Advisors LLC (12.79%) and JPMorgan Chase & Co. (12.57%).

How do I buy shares of JPMorgan Hedged Equity Laddered Overlay ETF?

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.

What other stocks do shareholders of JPMorgan Hedged Equity Laddered Overlay ETF own?

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
• Stock Exchange: NYSEARCA
• 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: 230

Fund Statistics

• Assets Under Management: $2.75 billion
• Average Daily Volume: $0.00
• Discount/Premium: -0.01%

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: 65,000 shs

Miscellaneous

• Outstanding Shares: 45,550,000
• Beta: 0.56
• Creation Unit: 25,000
• Creation Fee: $225.00