NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $63.20 -0.02 (-0.03%) Closing price 08/7/2025 04:10 PM EasternExtended 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. 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$63.08▼$63.5950-Day Range$61.11▼$63.4552-Week Range$56.11▼$63.81Volume522,034 shsAverage Volume422,595 shsMarket Capitalization$3.28 billionAssets Under Management$3.24 billionDividend Yield0.66%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. Email Address 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.comTrump 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... | InvestorPlace (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 stock has increased by 1.9% and is now trading at $63.20. 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. (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%). 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 Holdings274 Fund Statistics Assets Under Management$3.24 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 Interest19,900 shs Miscellaneous Outstanding Shares51,875,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 7 AI Stocks to Invest in Today: Capitalizing on AI and Tech Trends in 2025Discover the top 7 AI stocks to invest in right now. This exclusive report highlights the companies leading the AI revolution and shaping the future of technology in 2025.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 8/8/2025 by MarketBeat.com Staff From Our PartnersProtect Your Bank Account with THESE 4 Simple StepsStarting as soon as a few months from now, the United States government will make a sweeping change to bank ac...Weiss Ratings | SponsoredHIDDEN IN THE BOOK OF GENESIS…“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... 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That’s the thinking behind Eric Fry’s long-time strate...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding JPMorgan Hedged Equity Laddered Overlay ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share JPMorgan Hedged Equity Laddered Overlay ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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