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Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)

68.86 -0.86 (-1.23%)
At close: October 30 at 4:00:00 PM EDT
Trade HELO on Coinbase
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  • Previous Close 69.72
  • Open 69.10
  • Bid 51.13 x 60000
  • Ask 86.13 x 10000
  • Day's Range 68.56 - 69.22
  • 52 Week Range 63.24 - 70.23
  • Volume 165,060
  • Avg. Volume 294,542
  • Net Assets 4.82B
  • NAV 68.86
  • PE Ratio (TTM) 23.65
  • Yield 0.57%
  • YTD Daily Total Return 4.07%
  • 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

4.82B

Net Assets

2023-09-28

Inception Date

Performance Overview

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Trailing returns as of 10/31/2026. Category is Equity Hedged.

YTD Return

HELO
4.07%
Category
4.61%

1-Year Return

HELO
5.59%
Category
19.05%

3-Year Return

HELO
12.51%
Category
11.69%

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