NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $58.58 -0.61 (-1.03%) (As of 09/6/2024 ET) Add Compare Share Share Today's Range$58.51▼$59.3850-Day Range$56.88▼$60.2152-Week Range$48.71▼$60.41Volume334,252 shsAverage Volume189,857 shsMarket Capitalization$634.42 millionAssets Under Management$1.44 billionDividend Yield0.28%Net Expense Ratio0.50% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get JPMorgan Hedged Equity Laddered Overlay ETF alerts: Email Address About JPMorgan Hedged Equity Laddered Overlay ETFThe 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.Read More HELO Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HELO ETF News HeadlinesAugust 30, 2024 | benzinga.comJPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Quotes, Forecast and News SummaryAugust 13, 2024 | seekingalpha.comRWL: Good Value Alternative To SPYSeptember 7, 2024 | Weiss Ratings (Ad)“Fed Proof” Your Bank Account with THESE 4 Simple StepsStarting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.April 29, 2024 | seekingalpha.comHELO: A Better Mouse TrapApril 22, 2024 | seekingalpha.comHedged EquityOctober 25, 2023 | investing.comJPMorgan introduces new hedged equity ETF amid market uncertaintyOctober 11, 2023 | investing.comJpmorgan Hedged Equity Laddered Overlay (HELO)See More Headlines Receive HELO Stock News and Ratings via Email Sign-up to receive the latest news and ratings for JPMorgan Hedged Equity Laddered Overlay ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerJPMorgan Fund NameJPMorgan Hedged Equity Laddered Overlay ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:HELO Inception Date9/28/2023 Fund ManagerHamilton Reiner, Raffaele Zingone WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings309 Fund Statistics Assets Under Management$1.44 billion Average Daily Volume$0.00 Discount/Premium0.03% Administrator, Advisor and Custodian AdministratorJ.P. Morgan Investment Management Inc. AdvisorJ.P. Morgan Investment Management Inc. CustodianJPMorgan Chase Bank, N.A. DistributorJPMorgan Distribution Services, Inc. Transfer AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerJane Street Options OptionableN/A Short Interest41,900 shs Miscellaneous Outstanding Shares10,830,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 13 Stocks Institutional Investors Won't Stop BuyingWhich stocks are major institutional investors including hedge funds and endowments buying in today's market? Click the link below and we'll send you MarketBeat's list of thirteen stocks that institutional investors are buying up as quickly as they can.Get This Free Report Ad Deal MakerThe solution to fast food’s wage hike crisisShake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase, according to the NY Post. With a sky-high 150% turnover rate, the fast food industry is already grappling with labor issues before taking into account these wage hikes. The industry will need a projected 1 million new workers every year through 2032.Learn more about this much-needed advancement and investment opportunity here. JPMorgan Hedged Equity Laddered Overlay ETF ExpensesTypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.55%0.51%0.52%Other Expenses0.00%0.30%0.49%0.58%0.54%Total Expense0.50%0.64%0.71%0.74%0.71%Fee Waiver0.00%-0.25%-0.53%-0.68%-0.58%Net Expense0.50%0.61%0.61%0.58%0.59% JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings & ExposureTop 10 HELO HoldingsApple(NASDAQ:AAPL)Holding Weight: 7.28%Microsoft(NASDAQ:MSFT)Holding Weight: 7.26%NVIDIA(NASDAQ:NVDA)Holding Weight: 6.66%Amazon.com(NASDAQ:AMZN)Holding Weight: 3.96%Meta Platforms(NASDAQ:META)Holding Weight: 2.81%Alphabet(NASDAQ:GOOGL)Holding Weight: 2.03%Mastercard(NYSE:MA)Holding Weight: 1.67%UnitedHealth Group(NYSE:UNH)Holding Weight: 1.67%Alphabet(NASDAQ:GOOG)Holding Weight: 1.55%Berkshire Hathaway(NYSE:BRK.B)Holding Weight: 1.49%HELO Sector ExposureHELO Industry ExposureFull Holdings Details Similar ETFsiShares Morningstar U.S. Equity ETFNYSEARCA:JKDiShares Russell Top 200 ETFNYSEARCA:IWLiShares Latin America 40 ETFNYSEARCA:ILFInvesco S&P 500 Pure Growth ETFNYSEARCA:RPGiShares Asia 50 ETFNASDAQ:AIAInstitutional OwnershipBrown Financial AdvisorsBought 75,993 shares on 8/30/2024Ownership: 0.702%Cetera Investment AdvisersBought 87,191 shares on 8/22/2024Ownership: 1.736%Truist Financial CorpBought 5,864 shares on 8/21/2024Ownership: 0.054%B. Riley Wealth Advisors Inc.Bought 4,093 shares on 8/19/2024Ownership: 0.038%Susquehanna International Group LLPBought 50,413 shares on 8/16/2024Ownership: 0.605%View All Institutional Transactions HELO ETF - Frequently Asked Questions How have HELO shares performed this year? JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the start of the year. Since then, HELO stock has increased by 10.8% and is now trading at $58.58. View the best growth stocks for 2024 here. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional shareholders include Gradient Investments LLC (10.83%), CGC Financial Services LLC (9.51%), Strategic Financial Concepts LLC (9.25%) and Wealth Enhancement Advisory Services LLC (5.79%). 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. Compare Top Brokerages Here. This page (NYSEARCA:HELO) was last updated on 9/7/2024 by MarketBeat.com Staff From Our PartnersPerfect Crypto Buying Opportunity for 50 CentsWhen cryptos take a hit, the mom and pop investors run for the hills. But the top investors keep buying wit...Crypto 101 Media | SponsoredThe solution to fast food’s wage hike crisisShake Shack will be closing six California locations in response to the recent $20/hour minimum wage increase,...Deal Maker | SponsoredPre-IPO| 32,481% Growth: First Disruption to $martphones in 15 Years🤳45M Users | 32,481% Growth Rate Get in on the biggest disruption to smartphones in over a decade. Reg A inv...Mode Mobile | SponsoredBiden’s Capital Gains Tax to Devastate Savings!Don't let the corrupt elites dictate your future—ACT NOW! 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