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NYSEArca - Delayed Quote USD

Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

58.88
+2.20
+(3.88%)
At close: April 9 at 4:00:00 PM EDT
58.88
0.00
(0.00%)
After hours: April 9 at 5:59:46 PM EDT
Loading Chart for HELO
  • Previous Close 56.68
  • Open 56.72
  • Bid --
  • Ask --
  • Day's Range 56.42 - 59.06
  • 52 Week Range 54.24 - 63.81
  • Volume 812,316
  • Avg. Volume 450,434
  • Net Assets 2.74B
  • NAV 56.68
  • PE Ratio (TTM) 24.95
  • Yield 0.68%
  • YTD Daily Total Return -8.51%
  • Beta (5Y Monthly) 0.00
  • Expense Ratio (net) 0.50%

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.

JPMorgan

Fund Family

Equity Hedged

Fund Category

2.74B

Net Assets

2023-09-28

Inception Date

Performance Overview: HELO

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Trailing returns as of 4/8/2025. Category is Equity Hedged.

YTD Return

HELO
8.51%
Category
2.05%
 

1-Year Return

HELO
2.32%
Category
4.54%
 

3-Year Return

HELO
0.00%
Category
4.45%
 

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Holdings: HELO

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Sector Weightings

SectorHELO
Technology   31.37%
Healthcare   11.23%
Industrials   7.87%
Energy   3.65%
Utilities   2.56%
Real Estate   2.12%

Recent News: HELO

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Research Reports: HELO

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