Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)
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Learn moreETF Summary
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.
ETF Overview
| Category | Equity Hedged |
|---|---|
| Fund Family | JPMorgan |
| Net Assets | 4.82B |
| YTD Daily Total Return | 4.07% |
| Yield | 0.57% |
| Legal Type | Exchange Traded Fund |
ETF Operations
| Attributes | HELO | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.50% | 1.18% |
|
Holdings Turnover
|
30.00% | 104.10% |
|
Total Net Assets
|
565,033.12 | 565,033.12 |
Morningstar Style Box

