NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $69.58 +0.24 (+0.35%) Closing price 04:10 PM EasternExtended Trading$69.60 +0.02 (+0.03%) As of 04:15 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$69.32▼$69.6550-Day Range$67.07▼$70.1552-Week Range$63.24▼$70.23Volume184,406 shsAverage Volume337,221 shsMarket Capitalization$4.83 billionAssets Under Management$4.82 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%-0.27%-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 HeadlinesJPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)September 16, 2026 | finance.yahoo.com(HELO) Jpmorgan Hedged Equity Laddered Overlay ETFAugust 29, 2026 | sa.investing.comDo NOT Buy SpaceX – Do This InsteadSpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.September 25 at 1:00 AM | Stansberry Research (Ad)J.P. 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.comMJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF : HELOApril 23, 2026 | 247wallst.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 at the start of the year. Since then, HELO stock has increased by 4.7% and is now trading at $69.58. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors include Envestnet Asset Management Inc. (2.49%), Pinnacle Wealth Management Advisory Group LLC (0.43%), Aspire Capital Advisors LLC (0.30%) and NewEdge Advisors LLC (0.28%). 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$4.82 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 Interest166,047 shs Miscellaneous Outstanding Shares69,470,000Beta0.56 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. 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: 8.35%Apple (NASDAQ:AAPL)Holding Weight: 7.05%Microsoft (NASDAQ:MSFT)Holding Weight: 6.15%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.17%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.13%Broadcom (NASDAQ:AVGO)Holding Weight: 2.62%Meta Platforms (NASDAQ:META)Holding Weight: 2.35%JPMorgan Prime Money Market IMHolding Weight: 2.32%Alphabet (NASDAQ:GOOG)Holding Weight: 2.23%Micron Technology (NASDAQ:MU)Holding Weight: 1.72%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 9/25/2026 by MarketBeat.com Staff. 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