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Holding HELO?
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HELO Price & Analysis
HELO ETF Chart & Stats
Day’s Range― - ―
52-Week Range$50.94 - $62.85
Previous Close$62.79
VolumeN/A
Average Volume (3M)261.36K
AUM1.94B
NAV62.79
Expense Ratio0.50%
Holdings Count168
Beta0.59
Inception DateSep 29, 2023
Last Dividend Ex-Date
Sep 24, 2024Dividend Yield
0.32 (0.51%)Shares Outstanding30,225,000
Standard Deviation0.02
10 Day Avg. Volume306,357
30 Day Avg. Volume261,355
Alpha0.00374
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Fund Flow Chart
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) 1 year Net Flows: $2B
HELO ETF News
HELO ETF FAQ
What was HELO’s price range in the past 12 months?
HELO lowest ETF price was $50.94 and its highest was $62.85 in the past 12 months.
What is the AUM of HELO?
As of Nov 11, 2024 The AUM of HELO is 1.94B.
Is HELO overvalued?
According to Wall Street analysts HELO’s price is currently Undervalued.
Does HELO pay dividends?
HELO pays a Annually dividend of $0.08 which represents an annual dividend yield of 0.51%. See more information on HELO dividends here
How many shares outstanding does HELO have?
HELO has 30,225,000 shares outstanding.
Which hedge fund is a major shareholder of HELO?
Currently, no hedge funds are holding shares in HELO
HELO ETF Smart Score
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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
7.72%
Microsoft
6.91%
Apple Inc
6.65%
Amazon.Com, Inc.
4.33%
Meta Platforms, Inc.
2.90%
Alphabet Inc. Class A
2.08%
Mastercard Inc
1.70%
Unitedhealth Group Inc.
1.64%
Tesla Motors
1.59%
Berkshire Hathaway B
1.49%
Total37.02%
ETF Description
JPMorgan Hedged Equity Laddered Overlay ETF
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.