NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $59.99 +0.44 (+0.74%) As of 05/2/2025 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy 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$59.76▼$60.1050-Day Range$56.68▼$62.4552-Week Range$55.83▼$63.81Volume596,485 shsAverage Volume338,467 shsMarket Capitalization$2.93 billionAssets Under Management$2.94 billionDividend Yield0.67%Net Expense Ratio0.50%Aggregate RatingModerate Buy ETF OverviewThe 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%0.59%0.57%0.52%0.53%Other Expenses0.00%0.30%0.48%0.56%0.52%Total Expense0.50%0.65%0.72%0.73%0.71%Fee Waiver0.00%-0.24%-0.49%-0.65%-0.54%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. Email Address HELO ETF News HeadlinesJPMorgan 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.comURGENT: Someone's Moving Gold Out of London...People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold. May 3, 2025 | Golden Portfolio (Ad)How To Build A $500,000 Retirement Portfolio For Stability, Income And GrowthMarch 29, 2025 | seekingalpha.comJpmorgan Hedged Equity Laddered Overlay ETF declares $0.088 dividendMarch 27, 2025 | msn.comHELO Crowded With SellersMarch 13, 2025 | nasdaq.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 on January 1st, 2025. Since then, HELO stock has decreased by 3.3% and is now trading at $59.99. View the best growth stocks for 2025 here. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors include Envestnet Asset Management Inc. (4.83%), Wealth Enhancement Advisory Services LLC (3.02%), CGC Financial Services LLC (2.27%) and Legacy Financial Group LLC (1.97%). 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 Holdings246 Fund Statistics Assets Under Management$2.94 billion Average Daily Volume$0.00 Discount/Premium-0.02% 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 Interest48,900 shs Miscellaneous Outstanding Shares48,830,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 These 7 Stocks Will Be Magnificent in 2025Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2025. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.Get This Free Report Top 10 HELO HoldingsMicrosoft (NASDAQ:MSFT)Holding Weight: 7.05%Apple (NASDAQ:AAPL)Holding Weight: 6.49%NVIDIA (NASDAQ:NVDA)Holding Weight: 6.02%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.14%Meta Platforms (NASDAQ:META)Holding Weight: 3.01%Alphabet (NASDAQ:GOOGL)Holding Weight: 1.98%Broadcom (NASDAQ:AVGO)Holding Weight: 1.86%Berkshire Hathaway (NYSE:BRK.B)Holding Weight: 1.82%Mastercard (NYSE:MA)Holding Weight: 1.73%Visa (NYSE:V)Holding Weight: 1.67%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 5/3/2025 by MarketBeat.com Staff From Our PartnersWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. 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