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Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

68.55 -0.25 (-0.36%)
At close: November 10 at 4:00:00 PM EST
69.20 +0.65 (+0.95%)
Pre-Market: 4:12:28 AM EST
Trade HELO on Coinbase
Chart Range Bar
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  • Previous Close 68.80
  • Open 68.41
  • Bid --
  • Ask --
  • Day's Range 68.35 - 68.74
  • 52 Week Range 63.24 - 70.23
  • Volume 315,715
  • Avg. Volume 312,087
  • Net Assets 4.85B
  • NAV 68.76
  • PE Ratio (TTM) 23.63
  • Yield 0.57%
  • YTD Daily Total Return 3.98%
  • Beta (5Y Monthly) 0.54
  • 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

4.85B

Net Assets

2023-09-28

Inception Date

Performance Overview

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Trailing returns as of 11/9/2026. Category is Equity Hedged.

YTD Return

HELO
3.98%
Category
4.61%

1-Year Return

HELO
6.03%
Category
19.05%

3-Year Return

HELO
11.50%
Category
11.69%

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