JPMorgan Hedged Equity Laddered Overlay ETF

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About HELO

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. 

Index-Tracked
Index-Tracked
Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
161
Number of holdings161
Inception Date
Sep 28, 2023
Inception DateSep 28, 2023

What's in this fund

Sectors

As of December 12, 2025
Technology35.43%
Financial Services12.95%
Consumer Cyclical11.77%
Communication Services10.70%
Healthcare9.61%
Industrials7.27%
Consumer Defensive3.72%
Energy2.87%
Utilities2.22%
Real Estate1.73%
Basic Materials1.73%

HELO Key Statistics

AUM
3.56B
AUM3.56B
Price-Earnings ratio
28.15
Price-Earnings ratio28.15
30-Day yield
0.60
30-Day yield0.60
Average volume
309.23K
Average volume309.23K
High today
$66.07
High today$66.07
Low today
$65.83
Low today$65.83
Open price
$65.92
Open price$65.92
Volume
21.01K
Volume21.01K
52 Week high
$66.73
52 Week high$66.73
52 Week low
$56.11
52 Week low$56.11
Expense ratio
0.50
Expense ratio0.50

Stock Snapshot

JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock is priced at $65.89, giving the company a market capitalization of 3.54B. It carries a P/E multiple of 28.15 and pays a dividend yield of 1.0%.

During the trading session on 2025-12-16, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares reached a daily high of $66.07 and a low of $65.83. At a current price of $65.89, the stock is +0.1% higher than the low and still -0.3% under the high.

Trading activity shows a volume of 21.01K, compared to an average daily volume of 309.23K.

Over the past 52 weeks, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock has traded between a high of $66.73 and a low of $56.11.

Over the past 52 weeks, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock has traded between a high of $66.73 and a low of $56.11.

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.