NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $64.95 +0.08 (+0.12%) As of 02:55 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock About JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get HELO alerts:Sign Up Key Stats Today's Range$64.85▼$64.9850-Day Range$62.75▼$64.8952-Week Range$56.11▼$64.98Volume113,049 shsAverage Volume401,532 shsMarket Capitalization$3.46 billionAssets Under Management$3.42 billionDividend Yield0.65%Net Expense Ratio0.50%Aggregate RatingModerate 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. Read More JPMorgan Hedged Equity Laddered Overlay ETF ExpensesTypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.58%0.56%0.51%0.53%Other Expenses0.00%0.27%0.56%0.59%0.56%Total Expense0.50%0.65%0.76%0.74%0.73%Fee Waiver0.00%-0.23%-0.66%-0.71%-0.63%Net Expense0.50%0.62%0.63%0.58%0.60% 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. 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Morgan Exchange-Traded Fund Trust JPMorgan International Hedged ...July 18, 2025 | benzinga.comHELO: Cutting Volatility And Market Upside As WellJuly 10, 2025 | seekingalpha.comTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.September 15 at 2:00 AM | Porter & Company (Ad)JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF Price, Quotes and Forecasts | NASDAQ:HEQQ | BenzingaApril 19, 2025 | benzinga.comJPMorgan Nasdaq Hedged Equity Laddered Overlay ETFApril 7, 2025 | barrons.comHow To Build A $500,000 Retirement Portfolio For Stability, Income And GrowthMarch 29, 2025 | seekingalpha.comSee More Headlines 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 shares have increased by 4.7% and is now trading at $64.9490. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional shareholders include Osaic Holdings Inc. (5.65%), Envestnet Asset Management Inc. (4.95%), Forvis Mazars Wealth Advisors LLC (4.17%) and Wealth Enhancement Advisory Services LLC (3.39%). 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 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 Holdings286 Fund Statistics Assets Under Management$3.42 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 AgentJ.P. Morgan Chase Bank, N.A. TrusteeN/A Lead Market MakerJane Street Options OptionableN/A Short Interest87,000 shs Miscellaneous Outstanding Shares53,220,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 Reduce the RiskMarket downturns give many investors pause, and for good reason. Wondering how to offset this risk? Enter your email address to learn more about using beta to protect your portfolio.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.14%Microsoft (NASDAQ:MSFT)Holding Weight: 7.55%Apple (NASDAQ:AAPL)Holding Weight: 6.34%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.40%Meta Platforms (NASDAQ:META)Holding Weight: 3.42%Broadcom (NASDAQ:AVGO)Holding Weight: 2.44%Alphabet (NASDAQ:GOOGL)Holding Weight: 2.29%Mastercard (NYSE:MA)Holding Weight: 1.75%Tesla (NASDAQ:TSLA)Holding Weight: 1.61%Exxon Mobil (NYSE:XOM)Holding Weight: 1.52%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 9/15/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredHe Called Nvidia at $1.10. 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