NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $69.41 +0.19 (+0.27%) As of 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsShort 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$69.33▼$69.5650-Day Range$67.04▼$70.1552-Week Range$63.24▼$70.23Volume163,819 shsAverage Volume343,462 shsMarket Capitalization$4.69 billionAssets Under Management$4.77 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%0.51%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%-0.77%-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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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.comMA letter from Shannon StansberryPorter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.August 21 at 1:00 AM | Porter & Company (Ad)JPMORGAN 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.comJPMorgan Hedged Equity Laddered Overlay ETFMarch 31, 2026 | barrons.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 shares have increased by 4.6% and is now trading at $69.46. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors 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 Holdings276 Fund Statistics Assets Under Management$4.77 billion Average Daily Volume$0.00 Discount/Premium0.01% 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 Interest139,239 shs Miscellaneous Outstanding Shares67,570,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 7 Stocks to Buy Before the Robotics RevolutionRobotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.59%Apple (NASDAQ:AAPL)Holding Weight: 6.52%Microsoft (NASDAQ:MSFT)Holding Weight: 6.15%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.57%Broadcom (NASDAQ:AVGO)Holding Weight: 3.24%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.17%JPMorgan Prime Money Market Fund Class IMHolding Weight: 2.34%Alphabet (NASDAQ:GOOG)Holding Weight: 2.30%Meta Platforms (NASDAQ:META)Holding Weight: 2.03%Micron Technology (NASDAQ:MU)Holding Weight: 1.65%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 8/21/2026 by MarketBeat.com Staff. 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