NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $67.55 +0.06 (+0.09%) As of 05/5/2026 04:10 PM Eastern Add Compare Share Share Stock Analysis Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock 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$67.52▼$67.6850-Day Range$63.33▼$67.5552-Week Range$59.43▼$67.77Volume461,982 shsAverage Volume304,527 shsMarket Capitalization$4.01 billionAssets Under Management$4.02 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%0.27%0.55%0.58%0.55%Total Expense0.50%0.65%0.76%0.74%0.73%Fee Waiver0.00%-0.23%-0.64%-0.70%-0.61%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. 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HELO ETF News HeadlinesJPMORGAN 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.comTrump and Elon are BACK15X Bigger Than SpaceX: Elon's New Launch While the rest of the market goes crazy for "the mother of all IPOs", a new Elon Musk innovation is quietly being rolled out nationwide. It's been 27 years in the making, and it could have a radical impact on how millions of people manage their money… and even collect Social Security. | InvestorPlace (Ad)JPMorgan Hedged Equity Laddered Overlay ETFMarch 31, 2026 | barrons.comHELO: Working As DesignedMarch 17, 2026 | seekingalpha.comJPMorgan U.S. Hedged Equity Laddered Overlay Active UCITS ETFNovember 12, 2025 | 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 at the beginning of 2026. Since then, HELO stock has increased by 1.7% and is now trading at $67.55. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors include Bank of New York Mellon Corp (3.75%), Brookstone Capital Management (0.51%), Triad Wealth Partners LLC (0.48%) and Private Advisor Group LLC (0.45%). 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 Holdings240 Fund Statistics Assets Under Management$4.02 billion Average Daily Volume$0.00 Discount/Premium-0.03% 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 Interest111,900 shs Miscellaneous Outstanding Shares59,420,000Beta0.59 Creation Unit25,000 Creation Fee$225.00 Ten Starter Stocks For Beginners to Buy NowJust getting into the stock market? These 10 simple stocks can help beginning investors build long-term wealth without knowing options, technicals, or other advanced strategies.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 9.06%Apple (NASDAQ:AAPL)Holding Weight: 6.53%Microsoft (NASDAQ:MSFT)Holding Weight: 5.83%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.92%Broadcom (NASDAQ:AVGO)Holding Weight: 3.59%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.44%Meta Platforms (NASDAQ:META)Holding Weight: 2.69%Alphabet (NASDAQ:GOOG)Holding Weight: 2.24%Tesla (NASDAQ:TSLA)Holding Weight: 1.63%ExxonMobil (NYSE:XOM)Holding Weight: 1.42%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 5/6/2026 by MarketBeat.com Staff. 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