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. 

Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
168
Number of holdings168
Inception Date
Sep 28, 2023
Inception DateSep 28, 2023

What's in this fund

Sectors

As of April 1, 2026
Technology34.16%
Financial Services11.82%
Consumer Cyclical11.70%
Communication Services10.43%
Healthcare9.45%
Industrials8.26%
Consumer Defensive3.88%
Energy3.85%
Utilities2.63%
Basic Materials1.94%
Real Estate1.88%

HELO Key Statistics

AUM
3.77B
AUM3.77B
Price-Earnings ratio
25.86
Price-Earnings ratio25.86
30-Day yield
0.63
30-Day yield0.63
Average volume
342.94K
Average volume342.94K
High today
$64.31
High today$64.31
Low today
$64.12
Low today$64.12
Open price
$64.19
Open price$64.19
Volume
232.34K
Volume232.34K
52 Week high
$67.60
52 Week high$67.60
52 Week low
$56.11
52 Week low$56.11
Expense ratio
0.50
Expense ratio0.50

Stock Snapshot

With a market cap of 3.78B, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) trades at $64.21. The stock has a price-to-earnings ratio of 25.86 and currently yields dividends of 1.1%.

As of 2026-04-07, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock has fluctuated between $64.12 and $64.31. The current price stands at $64.21, placing the stock +0.1% above today's low and -0.2% off the high.

The JPMorgan Hedged Equity Laddered Overlay ETF(HELO)'s current trading volume is 232.34K, compared to an average daily volume of 342.94K.

In the last year, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares hit a 52-week high of $67.60 and a 52-week low of $56.11.

In the last year, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares hit a 52-week high of $67.60 and a 52-week low of $56.11.

Average Annual Return

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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.