NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) Free HELO Stock Alerts $55.45 +0.46 (+0.84%) (As of 04/26/2024 ET) Add Compare Share Share Today's Range$55.25▼$55.5450-Day Range$54.33▼$56.0152-Week Range$48.71▼$56.08Volume149,660 shsAverage Volume123,646 shsMarket Capitalization$489.62 millionAssets Under Management$527.99 millionDividend Yield0.28%Net Expense Ratio0.50% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get JPMorgan Hedged Equity Laddered Overlay ETF alerts: Email Address About JPMorgan Hedged Equity Laddered Overlay ETFThe 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 HELO Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HELO ETF News HeadlinesApril 22, 2024 | seekingalpha.comHedged EquityOctober 25, 2023 | investing.comJPMorgan introduces new hedged equity ETF amid market uncertaintyApril 28, 2024 | DTI (Ad)If you have $2,500 bucks… check this out This computer whiz has been averaging 234% per year with an undefeated strategy he calls… The “Income Glitch” And he’s been making out like a bandit with a 100% success rate on over 64 trade opportunities! October 11, 2023 | investing.comJpmorgan Hedged Equity Laddered Overlay (HELO)See More Headlines 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 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 Holdings265 Fund Statistics Assets Under Management$527.99 million 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 AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerJane Street Miscellaneous Outstanding Shares8,830,000Beta0.51 Creation Fee$225.00 7 Stocks That Could Be Bigger Than Tesla, Nvidia, and GoogleGrowth stocks offer a lot of bang for your buck, and we've got the next upcoming superstars to strongly consider for your portfolio.Get This Free Report Ad DTIHow a $0.25 cent option contract makes my top traders feelIf you don’t know me, I’ve been in the markets for over 40 years… but recently, I’ve discovered a breakthrough that might be my favorite strategy of ALL time! While I kept the finer details of these $0.25 Cent Trades under wraps until recently…Click now to see for yourself what $0.25 Cent Trades is all about JPMorgan Hedged Equity Laddered Overlay ETF ExpensesTypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.50%0.51%Other Expenses0.00%0.29%0.54%0.64%0.58%Total Expense0.50%0.64%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.55%-0.68%-0.57%Net Expense0.50%0.61%0.60%0.58%0.58% JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings & ExposureTop 10 HELO HoldingsMicrosoft(NASDAQ:MSFT)Holding Weight: 7.82%Apple(NASDAQ:AAPL)Holding Weight: 5.68%NVIDIA(NASDAQ:NVDA)Holding Weight: 4.90%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.33%Meta Platforms(NASDAQ:META)Holding Weight: 2.82%Alphabet(NASDAQ:GOOGL)Holding Weight: 2.19%Exxon Mobil(NYSE:XOM)Holding Weight: 1.80%Alphabet(NASDAQ:GOOG)Holding Weight: 1.64%Mastercard(NYSE:MA)Holding Weight: 1.62%Berkshire Hathaway(NYSE:BRK.B)Holding Weight: 1.43%HELO Sector ExposureHELO Industry ExposureFull Holdings Details Similar ETFsFidelity Value Factor ETFNYSEARCA:FVALWisdomTree International LargeCap Dividend FundNYSEARCA:DOLStrive 500 ETFNYSEARCA:STRVInvesco RAFI Strategic US ETFNASDAQ:IUSPutnam Focused Large Cap Value ETFNYSEARCA:PVALInstitutional OwnershipCambridge Investment Research Advisors Inc.Bought 408,155 shares on 4/25/2024Ownership: 4.826%Eudaimonia Partners LLCBought 6,890 shares on 4/25/2024Ownership: 0.078%CENTRAL TRUST CoBought 190,043 shares on 4/24/2024Ownership: 2.152%Gradient Investments LLCSold 23,642 shares on 4/23/2024Ownership: 8.869%Global Retirement Partners LLCBought 1,215 shares on 4/23/2024Ownership: 0.021%View All Institutional Transactions HELO ETF - Frequently Asked Questions How have HELO shares performed in 2024? JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the beginning of 2024. Since then, HELO stock has increased by 4.9% and is now trading at $55.45. View the best growth stocks for 2024 here. What does HELO invest in? JPMorgan Hedged Equity Laddered Overlay ETF is a equity fund issued by JPMorgan. HELO focuses on large cap investments. The fund's investments total to approximately $527.99 million assets under management. What stocks does JPMorgan Hedged Equity Laddered Overlay ETF hold? HELO invests in 265 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), Apple (AAPL), NVIDIA (NVDA), Amazon.com (AMZN), Meta Platforms (META), Alphabet (GOOGL), Exxon Mobil (XOM), Alphabet (GOOG), Mastercard (MA) and Berkshire Hathaway (BRK.B). What is the management fee for JPMorgan Hedged Equity Laddered Overlay ETF? JPMorgan Hedged Equity Laddered Overlay ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for HELO is 0.50%. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's stock is owned by many different institutional and retail investors. Top institutional investors include Gradient Investments LLC (8.87%), Peterson Wealth Advisors LLC (0.00%), Cambridge Investment Research Advisors Inc. (4.83%), CENTRAL TRUST Co (2.15%), Sugarloaf Wealth Management LLC (1.90%) and Orrstown Financial Services Inc. (0.00%). 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. Compare Top Brokerages Here. This page (NYSEARCA:HELO) was last updated on 4/28/2024 by MarketBeat.com Staff From Our PartnersConflict In Israel Sends Gold Soaring ???? 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