NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News $67.08 +0.04 (+0.06%) As of 06/26/2026 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$66.86▼$67.2250-Day Range$66.81▼$68.0852-Week Range$62.36▼$68.28Volume181,742 shsAverage Volume321,338 shsMarket Capitalization$3.99 billionAssets Under Management$3.89 billionDividend Yield0.64%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%-0.62%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 HeadlinesJPM 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.comDo this before December or regret itPorter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.June 28 at 1:00 AM | Porter & Company (Ad)J.p. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETFApril 4, 2026 | fool.comJPMorgan Hedged Equity Laddered Overlay ETFMarch 31, 2026 | barrons.comHELO: Working As DesignedMarch 17, 2026 | 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 $66.43 at the beginning of 2026. Since then, HELO stock has increased by 1.0% and is now trading at $67.08. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? Top institutional shareholders of JPMorgan Hedged Equity Laddered Overlay ETF include Bank of America Corp DE (4.07%), Bank of New York Mellon Corp (3.75%), Cetera Investment Advisers (2.67%) and Royal Bank of Canada (0.86%). 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 Holdings261 Fund Statistics Assets Under Management$3.89 billion Average Daily Volume$0.00 Discount/Premium-0.06% 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 Interest40,121 shs Miscellaneous Outstanding Shares59,420,000Beta0.57 Creation Unit25,000 Creation Fee$225.00 7 Stocks That Will Be Magnificent in 2026Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2026. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.Get This Free Report Top 10 HELO HoldingsNVIDIA (NASDAQ:NVDA)Holding Weight: 8.42%Apple (NASDAQ:AAPL)Holding Weight: 6.90%Microsoft (NASDAQ:MSFT)Holding Weight: 5.03%Amazon.com (NASDAQ:AMZN)Holding Weight: 4.26%Alphabet (NASDAQ:GOOGL)Holding Weight: 3.39%Broadcom (NASDAQ:AVGO)Holding Weight: 3.15%Alphabet (NASDAQ:GOOG)Holding Weight: 2.37%Micron Technology (NASDAQ:MU)Holding Weight: 2.20%Meta Platforms (NASDAQ:META)Holding Weight: 2.18%Lam Research (NASDAQ:LRCX)Holding Weight: 1.58%Full Holdings DetailsHELO Sector ExposureHELO Industry Exposure This page (NYSEARCA:HELO) was last updated on 6/28/2026 by MarketBeat.com Staff. 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