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NYSEARCA:HELO

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News

JPMorgan Hedged Equity Laddered Overlay ETF logo
$62.54 +0.18 (+0.29%)
As of 06/27/2025 04:10 PM Eastern

About JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)

Key Stats

Today's Range
$62.36
$62.54
50-Day Range
$57.68
$62.54
52-Week Range
$55.83
$63.81
Volume
193,406 shs
Average Volume
361,249 shs
Market Capitalization
$3.24 billion
Assets Under Management
$3.28 billion
Dividend Yield
0.67%
Net Expense Ratio
0.50%
Aggregate Rating
Moderate 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.

JPMorgan Hedged Equity Laddered Overlay ETF Expenses

TypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management 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%
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HELO ETF News Headlines

Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.
HELO Crowded With Sellers
See More Headlines

HELO ETF - Frequently Asked Questions

JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $62.04 at the start of the year. Since then, HELO shares have increased by 0.8% and is now trading at $62.54.
View the best growth stocks for 2025 here
.

JPMorgan Hedged Equity Laddered Overlay ETF's top institutional shareholders include Envestnet Asset Management Inc. (4.83%), LPL Financial LLC (4.01%), Forvis Mazars Wealth Advisors LLC (3.88%) and Cetera Investment Advisers (3.10%).

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.

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

Issuer
JPMorgan
Fund Name
JPMorgan Hedged Equity Laddered Overlay ETF
Tax Classification
Regulated Investment Company
Stock Exchange
NYSEARCA
Current Symbol
NYSEARCA:HELO
Inception Date
9/28/2023
Fund Manager
Hamilton Reiner, Raffaele Zingone
Web
N/A
Phone
N/A

Fund Focus

Asset Class
Equity
Benchmark
N/A
Category
Size and Style
Focus
Large Cap
Development Level
Developed Markets
Region
North America
Number of Holdings
258

Fund Statistics

Assets Under Management
$3.23 billion
Average Daily Volume
$0.00
Discount/Premium
0.04%

Administrator, Advisor and Custodian

Administrator
J.P. Morgan Investment Management, Inc.
Advisor
J.P. Morgan Investment Management, Inc.
Custodian
JPMorgan Chase Bank, N.A.
Distributor
JPMorgan Distribution Services, Inc.
Transfer Agent
J.P. Morgan Chase Bank, N.A.
Trustee
N/A
Lead Market Maker
Jane Street

Options

Optionable
N/A
Short Interest
30,900 shs

Miscellaneous

Beta
0.56
Creation Unit
25,000
Creation Fee
$225.00
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Top 10 HELO Holdings

HELO Sector Exposure

HELO Industry Exposure


This page (NYSEARCA:HELO) was last updated on 6/28/2025 by MarketBeat.com Staff
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