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NYSEARCA:HELO

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

JPMorgan Hedged Equity Laddered Overlay ETF logo
$63.20 -0.02 (-0.03%)
Closing price 08/7/2025 04:10 PM Eastern
Extended Trading
$63.21 +0.01 (+0.02%)
As of 08/7/2025 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.

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

Key Stats

Today's Range
$63.08
$63.59
50-Day Range
$61.11
$63.45
52-Week Range
$56.11
$63.81
Volume
522,034 shs
Average Volume
422,595 shs
Market Capitalization
$3.28 billion
Assets Under Management
$3.24 billion
Dividend Yield
0.66%
Net Expense Ratio
0.50%
Aggregate Rating
Moderate Buy

ETF Overview

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

HELO: Cutting Volatility And Market Upside As Well
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...
See More Headlines

HELO ETF - Frequently Asked Questions

JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $62.04 on January 1st, 2025. Since then, HELO stock has increased by 1.9% and is now trading at $63.20.

JPMorgan Hedged Equity Laddered Overlay ETF's top institutional investors include Envestnet Asset Management Inc. (4.95%), Forvis Mazars Wealth Advisors LLC (4.17%), Wealth Enhancement Advisory Services LLC (3.39%) and Bank of New York Mellon Corp (2.89%).

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
274

Fund Statistics

Assets Under Management
$3.24 billion
Average Daily Volume
$0.00
Discount/Premium
0.02%

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
19,900 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 8/8/2025 by MarketBeat.com Staff
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