NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $69.45 +0.26 (+0.38%) As of 11:04 AM Eastern This is a fair market value price provided by Massive. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsNews and TrendsOwnershipRatingsShort Interest 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$69.43▼$69.5950-Day Range$67.07▼$70.1552-Week Range$63.24▼$70.23Volume68,951 shsAverage Volume338,249 shsMarket Capitalization$4.85 billionAssets Under Management$4.84 billionDividend Yield0.56%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%0.50%0.53%Other Expenses0.00%0.28%0.53%0.60%0.54%Total Expense0.50%0.64%0.75%0.75%0.73%Fee Waiver0.00%-0.27%-0.67%-0.78%-0.68%Net Expense0.50%0.61%0.63%0.57%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. Submit View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. HELO ETF News HeadlinesJPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)September 16, 2026 | finance.yahoo.com(HELO) Jpmorgan Hedged Equity Laddered Overlay ETFAugust 29, 2026 | sa.investing.comA “bloodbath” Is ComingReports suggest some Silicon Valley billionaires are stockpiling gold, guns, and gas masks - or leaving the country entirely - as concerns grow about the next phase of the AI market. One AI insider says investors should reassess their positions before September 30, pointing to a critical shift ahead for tech and AI-related stocks.October 2 at 1:00 AM | TradeSmith (Ad)J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFJuly 21, 2026 | money.usnews.comJPM 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.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 beginning of the year. Since then, HELO stock has increased by 4.2% and is now trading at $69.19. 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 Holdings0 Fund Statistics Assets Under Management$4.84 billion Average Daily Volume$0.00 Discount/Premium0.02% 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 Interest166,047 shs Miscellaneous Outstanding Shares69,800,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 The 7 Hottest IPO Stories of 2026MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.83%Apple (NASDAQ:AAPL)Holding Weight: 7.07%Microsoft (NASDAQ:MSFT)Holding Weight: 6.31%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.12%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.09%Broadcom (NASDAQ:AVGO)Holding Weight: 2.67%Meta Platforms (NASDAQ:META)Holding Weight: 2.47%Alphabet (NASDAQ:GOOG)Holding Weight: 2.21%JPMorgan Prime Money Market IMHolding Weight: 2.04%Micron Technology (NASDAQ:MU)Holding Weight: 1.93%Full Holdings Details This page (NYSEARCA:HELO) was last updated on 10/2/2026 by MarketBeat.com Staff. From Our PartnersHow Elon’s Empire Ends (and how to profit)Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg termi...Chaikin Analytics | SponsoredElon Warns "America Will Go Bankrupt". Trump's Plan Inside.National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...American Hartford Gold | SponsoredThe last few crashes started exactly like thisEvery major market crash shared one thing in common: most investors felt confident right before it hit. Ove...Parkview Capital Group | SponsoredMy next big call (under $1)Crypto traders have a name for this month... Uptober. Since 2013, Bitcoin has closed October higher in 10 of 1...Crypto 101 Media | SponsoredThe investigation Porter spent tens of thousands to documentPorter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...Porter & Company | SponsoredThis AI fund posted a 34 percent annualized payout last monthOne small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...Investors Alley | SponsoredThe SEC Just Opened The Floodgates…The SEC removed the 25 year old Pattern Day Trader rule in June 2026, cutting the minimum to open a trading ac...StocksToTrade | Sponsored"How Much Can I Actually Spend Each Year With $2.5M Saved?"Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...SmartAsset | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Hedged Equity Laddered Overlay ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share JPMorgan Hedged Equity Laddered Overlay ETF With A Colleague Link copied to clipboard. Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free HELO Stock Alerts