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
163
Number of holdings163
Inception Date
Sep 28, 2023
Inception DateSep 28, 2023

What's in this fund

Sectors

As of July 17, 2026
Technology37.80%
Financial Services11.76%
Consumer Cyclical10.83%
Communication Services9.95%
Healthcare9.06%
Industrials8.22%
Consumer Defensive3.45%
Energy3.14%
Utilities2.18%
Real Estate1.82%
Basic Materials1.79%

HELO Key Statistics

AUM
4.50B
AUM4.50B
Price-Earnings ratio
27.34
Price-Earnings ratio27.34
30-Day yield
0.54
30-Day yield0.54
Average volume
771.72K
Average volume771.72K
High today
$68.02
High today$68.02
Low today
$67.66
Low today$67.66
Open price
$67.96
Open price$67.96
Volume
257.50K
Volume257.50K
52 Week high
$68.40
52 Week high$68.40
52 Week low
$62.64
52 Week low$62.64
Expense ratio
0.50
Expense ratio0.50

Stock Snapshot

As of today, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares are valued at $67.69. The company's market cap stands at 4.17B, with a P/E ratio of 27.34 and a dividend yield of 0.96%.

On 2026-07-21, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) stock traded between a low of $67.66 and a high of $68.02. Shares are currently priced at $67.69, which is +0.0% above the low and -0.5% below the high.

JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares are trading with a volume of 257.5K, against a daily average of 771.72K.

In the last year, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares hit a 52-week high of $68.40 and a 52-week low of $62.64.

In the last year, JPMorgan Hedged Equity Laddered Overlay ETF(HELO) shares hit a 52-week high of $68.40 and a 52-week low of $62.64.

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.