NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $69.24 +0.30 (+0.44%) Closing price 09/11/2026 04:10 PM EasternExtended Trading$69.35 +0.11 (+0.16%) As of 09/11/2026 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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$68.95▼$69.3950-Day Range$67.07▼$70.1552-Week Range$63.24▼$70.23Volume184,908 shsAverage Volume336,454 shsMarket Capitalization$4.68 billionAssets Under Management$4.75 billionDividend Yield0.62%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%-0.26%-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. 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HELO ETF News Headlines(HELO) Jpmorgan Hedged Equity Laddered Overlay ETFAugust 29, 2026 | sa.investing.comJ.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFJuly 21, 2026 | money.usnews.comEarth's biggest energy source: near Grand CanyonThe largest energy source on Earth contains 50,000 times every oil and gas reserve on the planet combined - and much of it sits beneath the desert near the Grand Canyon. A drilling crew just hit the DOE's 2035 targets twelve years early, with costs down 50% in 18 months. Google signed on, Gates invested, and the Pentagon made it a priority. One company has been quietly building this infrastructure for sixty years.September 12 at 1:00 AM | Behind the Markets (Ad)JPM 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.comJ.p. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETFApril 4, 2026 | fool.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 on January 1st, 2026. Since then, HELO stock has increased by 4.2% and is now trading at $69.24. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors include Pinnacle Wealth Management Advisory Group LLC (0.43%), Aspire Capital Advisors LLC (0.30%), NewEdge Advisors LLC (0.28%) and Avior Wealth Management LLC (0.30%). 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 Holdings283 Fund Statistics Assets Under Management$4.75 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 Interest146,954 shs Miscellaneous Outstanding Shares67,570,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 10 Best Stocks to Own - Fall 2026Enter your email address and we’ll send you MarketBeat’s list of ten stocks set to soar in Fall 2026, despite the economic uncertainty rattling markets right now. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.75%Apple (NASDAQ:AAPL)Holding Weight: 6.83%Microsoft (NASDAQ:MSFT)Holding Weight: 6.27%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.30%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.06%Broadcom (NASDAQ:AVGO)Holding Weight: 2.71%JPMorgan Prime Money Market IMHolding Weight: 2.23%Alphabet (NASDAQ:GOOG)Holding Weight: 2.19%Meta Platforms (NASDAQ:META)Holding Weight: 2.09%Micron Technology (NASDAQ:MU)Holding Weight: 1.74%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 9/12/2026 by MarketBeat.com Staff. From Our PartnersWhy I'm NOT Buying the SpaceX IPO (And What I'm Buying Instead)Don't buy Nvidia... Not when the AI companies that will define the next decade are selling for pennies. 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