NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $64.30 +0.02 (+0.03%) Closing price 04:10 PM EasternExtended Trading$64.31 +0.01 (+0.01%) As of 04:10 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 Polygon.io. Learn more. Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock About JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) 30 days 90 days 365 days Advanced Chart View Price History Chart DataSkip Price History Chart Get HELO alerts:Sign Up Key Stats Today's Range$64.24▼$64.4050-Day Range$61.87▼$64.3052-Week Range$56.11▼$64.40Volume197,747 shsAverage Volume411,402 shsMarket Capitalization$3.42 billionAssets Under Management$3.37 billionDividend Yield0.65%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%0.56%0.51%0.53%Other Expenses0.00%0.27%0.56%0.59%0.56%Total Expense0.50%0.65%0.76%0.74%0.73%Fee Waiver0.00%-0.23%-0.66%-0.71%-0.63%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. Submit View SMS TermsBy 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 HeadlinesJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Hedged ...July 18, 2025 | benzinga.comHELO: Cutting Volatility And Market Upside As WellJuly 10, 2025 | seekingalpha.comCapital Gains Tax Strategies for SeniorsCapital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holding investments longer to using tax-advantaged accounts and strategic loss offsetting, there are ways to reduce your exposure. SmartAsset outlines three capital gains tax strategies for seniors and offers a free tool to connect you with vetted fiduciary financial advisors who can help tailor these tactics to your situation.August 28 at 2:00 AM | SmartAsset (Ad)JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF Price, Quotes and Forecasts | NASDAQ:HEQQ | BenzingaApril 19, 2025 | benzinga.comJPMorgan Nasdaq Hedged Equity Laddered Overlay ETFApril 7, 2025 | barrons.comHow To Build A $500,000 Retirement Portfolio For Stability, Income And GrowthMarch 29, 2025 | 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 $62.04 on January 1st, 2025. Since then, HELO shares have increased by 3.6% and is now trading at $64.30. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional shareholders include Envestnet Asset Management Inc. (4.95%), Forvis Mazars Wealth Advisors LLC (4.17%), Wealth Enhancement Advisory Services LLC (3.39%) and Bank of America Corp DE (3.15%). 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$3.37 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 Interest84,100 shs Miscellaneous Outstanding Shares53,220,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 Analysts Agree—These Gold Picks Outshine the RestUnlock the timeless value of gold with our exclusive 2025 Gold Forecasting Report. Explore why gold remains the ultimate investment for safeguarding wealth against inflation, economic shifts, and global uncertainties. Whether you're planning for future generations or seeking a reliable asset in turbulent times, this report is your essential guide to making informed decisions.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.44%Microsoft (NASDAQ:MSFT)Holding Weight: 8.23%Apple (NASDAQ:AAPL)Holding Weight: 5.74%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.28%Meta Platforms (NASDAQ:META)Holding Weight: 3.62%Broadcom (NASDAQ:AVGO)Holding Weight: 2.54%Alphabet (NASDAQ:GOOGL)Holding Weight: 2.11%Mastercard (NYSE:MA)Holding Weight: 1.70%Tesla (NASDAQ:TSLA)Holding Weight: 1.51%Visa (NYSE:V)Holding Weight: 1.49%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredEveryone’s watching Nvidia right now. 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