How have HELO shares performed in 2024?

JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the start of the year. Since then, HELO shares have increased by 6.9% and is now trading at $56.54. View the best growth stocks for 2024 here .

What does HELO invest in?

JPMorgan Hedged Equity Laddered Overlay ETF is a equity fund issued by JPMorgan. HELO focuses on large cap investments. The fund's investments total to approximately $638.94 million assets under management.

What stocks does JPMorgan Hedged Equity Laddered Overlay ETF hold?

HELO invests in 274 holdings. Some of the stocks in their portfolio include Microsoft (MSFT) , Apple (AAPL) , NVIDIA (NVDA) , Amazon.com (AMZN) , Meta Platforms (META) , Alphabet (GOOGL) , Exxon Mobil (XOM) , Alphabet (GOOG) , Mastercard (MA) and Berkshire Hathaway (BRK.B) .

What is the management fee for JPMorgan Hedged Equity Laddered Overlay ETF?

JPMorgan Hedged Equity Laddered Overlay ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for HELO is 0.50%.

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

JPMorgan Hedged Equity Laddered Overlay ETF's stock is owned by a number of institutional and retail investors. Top institutional investors include Gradient Investments LLC (8.87%), Peterson Wealth Advisors LLC (0.00%), Cambridge Investment Research Advisors Inc. (4.83%), CENTRAL TRUST Co (2.15%), Sugarloaf Wealth Management LLC (1.90%) and Patten & Patten Inc. TN (1.55%).

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 .

NYSEARCA:HELO

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

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$56.54

+0.08 (+0.14%)

(As of 05/10/2024 ET)

Compare

Today's Range: $56.45
▼
$56.66
50-Day Range: $54.33
▼
$56.54
52-Week Range: $48.71
▼
$56.66

Volume: 90,720 shs
Average Volume: 136,107 shs
Market Capitalization: $612.33 million

Assets Under Management: $638.94 million
Dividend Yield: 0.28%
Net Expense Ratio: 0.50%

Stock Analysis Chart Holdings Ownership Ratings

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About JPMorgan Hedged Equity Laddered Overlay ETF

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.

HELO Stock Price History

30 days | 90 days | 365 days | Advanced Chart

HELO ETF News Headlines

April 29, 2024 | seekingalpha.com

HELO: A Better Mouse Trap

April 22, 2024 | seekingalpha.com

Hedged Equity

May 11, 2024 | Porter & Company (Ad)

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October 25, 2023 | investing.com

JPMorgan introduces new hedged equity ETF amid market uncertainty

October 11, 2023 | investing.com

Jpmorgan Hedged Equity Laddered Overlay (HELO)

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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: 274

Fund Statistics

Assets Under Management: $638.94 million
Average Daily Volume: $0.00
Discount/Premium: 0.00%

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

Miscellaneous

Outstanding Shares: 10,830,000
Beta: 0.56
Creation Fee: $225.00

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JPMorgan Hedged Equity Laddered Overlay ETF Expenses

Type	HELO	Large Cap ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.50%	0.57%	0.54%	0.51%	0.51%
Other Expenses	0.00%	0.29%	0.54%	0.64%	0.58%
Total Expense	0.50%	0.63%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.19%	-0.55%	-0.68%	-0.57%
Net Expense	0.50%	0.61%	0.60%	0.58%	0.58%

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings & Exposure

Top 10 HELO Holdings

HELO Sector Exposure

HELO Industry Exposure

Full Holdings Details

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Institutional Ownership

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HELO ETF - Frequently Asked Questions

How have HELO shares performed in 2024?: JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the start of the year. Since then, HELO shares have increased by 6.9% and is now trading at $56.54.
View the best growth stocks for 2024 here.
What does HELO invest in?: JPMorgan Hedged Equity Laddered Overlay ETF is a equity fund issued by JPMorgan. HELO focuses on large cap investments. The fund's investments total to approximately $638.94 million assets under management.
What stocks does JPMorgan Hedged Equity Laddered Overlay ETF hold?: HELO invests in 274 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), Apple (AAPL), NVIDIA (NVDA), Amazon.com (AMZN), Meta Platforms (META), Alphabet (GOOGL), Exxon Mobil (XOM), Alphabet (GOOG), Mastercard (MA) and Berkshire Hathaway (BRK.B).
What is the management fee for JPMorgan Hedged Equity Laddered Overlay ETF?: JPMorgan Hedged Equity Laddered Overlay ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for HELO is 0.50%.

Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders?: JPMorgan Hedged Equity Laddered Overlay ETF's stock is owned by a number of institutional and retail investors. Top institutional investors include Gradient Investments LLC (8.87%), Peterson Wealth Advisors LLC (0.00%), Cambridge Investment Research Advisors Inc. (4.83%), CENTRAL TRUST Co (2.15%), Sugarloaf Wealth Management LLC (1.90%) and Patten & Patten Inc. TN (1.55%).
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 5/11/2024 by MarketBeat.com Staff

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