HELO ETF Price & Analysis
HELO ETF Chart & Stats
$66.40
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Market closed
$66.40
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Day’s Range― - ―
52-Week Range$57.45 - $67.60
Previous Close$66.4
VolumeN/A
Average Volume (3M)310.04K
AUM3.89B
NAV66.41
Expense Ratio0.50%
Holdings Count160
Beta0.51
Inception DateSep 28, 2023
Last Dividend Ex-Date
Mar 24, 2026Dividend Yield
(0.64%)Shares OutstandingN/A
Standard DeviationN/A
10 Day Avg. Volume242,418
30 Day Avg. Volume310,037
AlphaN/A
ETF Overview
JPMorgan Hedged Equity Laddered Overlay ETF
The JPMorgan Hedged Equity Laddered Overlay ETF (Ticker: HELO) is a sophisticated investment vehicle designed for those seeking a strategic approach to equity exposure. This ETF is categorized under Size and Style, emphasizing its focus on large-cap equities while maintaining a broad-based niche. The fund aims to harness the stability and growth potential of large-cap stocks, offering investors a robust foundation in their portfolios.
HELO stands out by incorporating a laddered overlay strategy, which provides a hedged approach to equity investment. This method allows the ETF to mitigate downside risk while capitalizing on market opportunities, making it an appealing choice for risk-averse investors seeking moderate growth. By blending traditional large-cap exposure with a hedged strategy, HELO delivers a unique balance of security and potential returns.
Investors interested in diversifying their portfolio with large-cap equities, while still managing exposure to market volatility, will find the JPMorgan Hedged Equity Laddered Overlay ETF a compelling option. With its strategic focus and innovative approach, HELO serves as a versatile addition to any investment strategy, aligning with the needs of those looking to optimize risk-adjusted returns in the dynamic financial landscape.
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Fund Flow Chart
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) 1 year Net Flows: $691M
HELO ETF News
HELO ETF FAQ
What was HELO’s price range in the past 12 months?
HELO lowest ETF price was $57.45 and its highest was $67.60 in the past 12 months.
What is the AUM of HELO?
As of Apr 14, 2026 The AUM of HELO is 3.89B.
Is HELO overvalued?
According to Wall Street analysts HELO’s price is currently Undervalued.
Does HELO pay dividends?
HELO pays a Quarterly dividend of $0.07 which represents an annual dividend yield of 0.64%. See more information on HELO dividends here
How many shares outstanding does HELO have?
Currently, no data Available
Which hedge fund is a major shareholder of HELO?
Among the largest hedge funds holding HELO’s share is 3EDGE Asset Management, Lp. It holds HELO’s shares valued at N/A.
HELO ETF Smart Score
Outperform
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Learn more about TipRanks Smart Score
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.
Top 10 Holdings
Nvidia Corporation
8.40%
Apple Inc
6.37%
Microsoft
5.38%
Amazon.Com, Inc.
4.56%
Broadcom Inc.
3.29%
Alphabet Inc. Class A
3.27%
Meta Platforms, Inc.
2.58%
Alphabet Inc. Class C
2.13%
Tesla, Inc.
1.62%
Exxon Mobil Corp.
1.57%
Total39.18%
See All Holdings


