JPMorgan Hedged Equity Laddered Overlay ETF
HELO
Closed
$68.06
Closed
-(-)
At close
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About
HELO was created on 2023-09-28 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3883.29m in AUM and 153 holdings. HELO 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.
Company
JPMorgan
Asset class
Equity
Inception date
2023
Investment segment
Large Cap
ISIN
US46654Q7245
Website
Key stats
Open
$67.78
Volume
243.02K
AUM
$3.96B
Prev. close
$68.06
Expense ratio
0.50%
P/E
26.62
$67.76
Day’s Range
$68.12
$63.24
52W Range
$68.28
What’s in the fund
12
Total sectors
Information Technology
32.60%
Financials
12.20%
Consumer Discretionary
11.37%
Health Care
8.72%
Communication Services
8.40%
Industrials
7.79%
Consumer Staples
4.15%
Energy
2.81%
Utilities
2.32%
Materials
1.82%
Others
7.82%
Returns
Performance
_
Difference
_
JPMorgan Hedged Equity Laddered Overlay ETF
Jun
25
Dividends
The last payment date was Jun 25, 2026
Div. per Share
$0.11
Div. Yield
0.16%
Div. Growth YoY
53.97%
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