JPMorgan Hedged Equity Laddered Overlay ETF

1D
1W
1M
3M
YTD
1Y
5Y
ALL

Why Robinhood?

Robinhood gives you the tools you need to put your money in motion. You can buy or sell HELO and other ETFs, options, and stocks.

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. 

Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
159
Number of holdings159
Inception Date
Sep 28, 2023
Inception DateSep 28, 2023

What's in this fund

Sectors

As of May 15, 2026
Technology38.22%
Consumer Cyclical11.11%
Communication Services10.90%
Financial Services10.77%
Healthcare8.39%
Industrials7.83%
Consumer Defensive3.65%
Energy3.42%
Utilities2.20%
Real Estate1.76%
Basic Materials1.75%

Top 10 Holdings (44.50% of total assets)

As of May 15, 2026
NameSymbol% Assets
NVIDIANVDA9.61%
AppleAAPL7.18%
MicrosoftMSFT5.75%
AmazonAMZN4.87%
Alphabet Class AGOOGL3.93%
BroadcomAVGO3.59%
Option on State Street® SPDR® S&P 500® ETF Jun262.87%
Alphabet Class CGOOG2.56%
Meta PlatformsMETA2.43%
TeslaTSLA1.71%

HELO Key Statistics

AUM
4.06B
AUM4.06B
Price-Earnings ratio
29.06
Price-Earnings ratio29.06
30-Day yield
0.57
30-Day yield0.57
Average volume
325.25K
Average volume325.25K
High today
$67.78
High today$67.78
Low today
$67.64
Low today$67.64
Open price
$67.74
Open price$67.74
Volume
232.19K
Volume232.19K
52 Week high
$67.92
52 Week high$67.92
52 Week low
$60.29
52 Week low$60.29
Expense ratio
0.50
Expense ratio0.50

Stock Snapshot

The current JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock price is $67.68, with a market capitalization of 4.06B. The stock trades at a price-to-earnings (P/E) ratio of 29.06 and offers a dividend yield of 96.7%.

During the trading session on 2026-05-20, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares reached a daily high of $67.78 and a low of $67.64. At a current price of $67.68, the stock is +0.1% higher than the low and still -0.1% under the high.

Trading activity shows a volume of 232.19K, compared to an average daily volume of 325.25K.

The stock's 52-week range extends from a low of $60.29 to a high of $67.92.

The stock's 52-week range extends from a low of $60.29 to a high of $67.92.

Average Annual Return

Similar Marketcap

This list is generated by looking at the six larger and six smaller companies by market cap in relation to this company.

Popular Stocks

This list is generated by looking at the top 100 stocks and ETFs most commonly held by Robinhood customers and showing a random subset

Newly Listed

This list is generated by showing companies that recently went public.

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. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.