NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $68.25 +0.19 (+0.28%) As of 01:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock About JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) View Price History Chart DataSkip Price History Chart 1 Day 5 Days 30 Days 90 Days 1 Year Advanced 1 Day 1 Day 5 Days 30 Days 90 Days 1 Year Advanced Show volume Show extended hours Get HELO alerts:Sign Up Key Stats Today's Range$67.90▼$68.2750-Day Range$66.91▼$68.0852-Week Range$62.64▼$68.28Volume71,230 shsAverage Volume315,645 shsMarket Capitalization$3.97 billionAssets Under Management$3.98 billionDividend Yield0.63%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%0.57%0.51%0.53%Other Expenses0.00%0.27%0.55%0.58%0.55%Total Expense0.50%0.65%0.76%0.74%0.73%Fee Waiver0.00%-0.23%-0.64%-0.70%-0.62%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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HELO ETF News HeadlinesJPM US Hedged Equity Laddered Overlay Active UCITS ETF - USD (acc) HELO ETF AnalysisJune 24, 2026 | morningstar.comMJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF : HELOApril 23, 2026 | 247wallst.comTrump's New DollarPorter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.July 10 at 1:00 AM | Porter & Company (Ad)J.p. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETFApril 4, 2026 | fool.comJPMorgan Hedged Equity Laddered Overlay ETFMarch 31, 2026 | barrons.comHELO: Working As DesignedMarch 17, 2026 | 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 $66.43 at the start of the year. Since then, HELO shares have increased by 2.7% and is now trading at $68.25. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? Top institutional shareholders of JPMorgan Hedged Equity Laddered Overlay ETF include Avior Wealth Management LLC (0.30%), Orrstown Financial Services Inc. (0.27%), Sprinkle Financial Consultants LLC (0.21%) and Financial Management Professionals Inc. (0.13%). 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 Holdings269 Fund Statistics Assets Under Management$3.98 billion Average Daily Volume$0.00 Discount/Premium-0.05% 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 Interest40,121 shs Miscellaneous Outstanding Shares58,100,000Beta0.57 Creation Unit25,000 Creation Fee$225.00 Don't Wait for the OpenAI IPOThe AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 7.74%Apple (NASDAQ:AAPL)Holding Weight: 6.83%Microsoft (NASDAQ:MSFT)Holding Weight: 4.95%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.17%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.32%Broadcom (NASDAQ:AVGO)Holding Weight: 2.82%Alphabet (NASDAQ:GOOG)Holding Weight: 2.39%JPMorgan Prime Money Market FundHolding Weight: 2.37%Meta Platforms (NASDAQ:META)Holding Weight: 2.10%Micron Technology (NASDAQ:MU)Holding Weight: 1.90%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 7/10/2026 by MarketBeat.com Staff. 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