NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $62.54 +0.18 (+0.29%) As of 06/27/2025 04:10 PM Eastern 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$62.36▼$62.5450-Day Range$57.68▼$62.5452-Week Range$55.83▼$63.81Volume193,406 shsAverage Volume361,249 shsMarket Capitalization$3.24 billionAssets Under Management$3.28 billionDividend Yield0.67%Net Expense Ratio0.50%Aggregate RatingModerate Buy ETF OverviewThe 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 HeadlinesJPMorgan 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.comThe $7 company helping Nvidia build the world’s first trillion-dollar robot …Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.June 28 at 2:00 AM | Weiss Ratings (Ad)How To Build A $500,000 Retirement Portfolio For Stability, Income And GrowthMarch 29, 2025 | seekingalpha.comJpmorgan Hedged Equity Laddered Overlay ETF declares $0.088 dividendMarch 27, 2025 | msn.comHELO Crowded With SellersMarch 13, 2025 | nasdaq.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 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. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? 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%). 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 Holdings258 Fund Statistics Assets Under Management$3.23 billion Average Daily Volume$0.00 Discount/Premium0.04% 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 Interest30,900 shs Miscellaneous Outstanding Shares51,800,000Beta0.56 Creation Unit25,000 Creation Fee$225.00 12 Stocks Corporate Insiders are AbandoningIf a company's CEO, COO, and CFO were all selling shares of their stock, would you want to know? MarketBeat just compiled its list of the twelve stocks that corporate insiders are abandoning. Complete the form below to see which companies made the list.Get This Free Report Top 10 HELO HoldingsMicrosoft (NASDAQ:MSFT)Holding Weight: 8.13%NVIDIA (NASDAQ:NVDA)Holding Weight: 7.52%Apple (NASDAQ:AAPL)Holding Weight: 5.82%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.49%Meta Platforms (NASDAQ:META)Holding Weight: 3.63%Broadcom (NASDAQ:AVGO)Holding Weight: 2.37%Alphabet (NASDAQ:GOOGL)Holding Weight: 2.07%Mastercard (NYSE:MA)Holding Weight: 1.87%Visa (NYSE:V)Holding Weight: 1.73%Tesla (NASDAQ:TSLA)Holding Weight: 1.68%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 6/28/2025 by MarketBeat.com Staff From Our PartnersCrypto Is Pumping Again – Now Comes the Real OpportunityThis same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...Crypto Swap Profits | SponsoredThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | Sponsored"I'm risking my reputation on this"What the headlines won't tell you: Smart money was positioned before both events. They didn't react to news...Crypto 101 Media | SponsoredThe Shocking Link Between A.I. and Your MoneyThe AI boom isn’t just transforming technology—it’s redefining global power, increasing government debt, and u...Lear Capital | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | Sponsored3..2..1.. AI 2.0 ignition (don’t sleep on this)I just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredTrump Knows Exactly What He’s Doing…With Trump in office, new money is flowing in and out of the market like never before... And some folks usi...Brownstone Research | SponsoredThe #1 AI Energy StockNearly $600 billion is projected to be spent on AI data centers this year. That's because the ones being bu...Weiss Ratings | 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.