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HELO Price & Analysis

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HELO ETF Chart & Stats

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.
Asset Class
Equity
Region
North America
Issuer
JPMorgan
Index Tracked
No Underlying Index
Ticker Symbol
HELO

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Fund Flow Chart

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) 1 year Net Flows: $2B

HELO ETF FAQ

What was HELO’s price range in the past 12 months?
HELO lowest ETF price was $54.05 and its highest was $63.50 in the past 12 months.
    What is the AUM of HELO?
    As of Jan 31, 2025 The AUM of HELO is 2.56B.
      Is HELO overvalued?
      According to Wall Street analysts HELO’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
        Does HELO pay dividends?
        HELO pays a Annually dividend of $0.15 which represents an annual dividend yield of 0.58%. See more information on HELO dividends here
          How many shares outstanding does HELO have?
          HELO has 40,025,000 shares outstanding.
            Which hedge fund is a major shareholder of HELO?
            Currently, no hedge funds are holding shares in HELO

            HELO ETF Smart Score

            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

            Name
            Weight %
            Microsoft
            6.82%
            Apple Inc
            6.73%
            Nvidia Corporation
            6.45%
            Amazon.Com, Inc.
            4.82%
            Meta Platforms, Inc.
            3.42%
            Alphabet Inc. Class A
            2.34%
            Tesla Motors
            2.03%
            Mastercard Inc
            1.83%
            Broadcom Inc.
            1.74%
            Visa Inc.
            1.66%
            Total37.84%
            See All Holdings
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