HELO JPMorgan Hedged Equity Laddered Overlay ETF

AMEX·Exchange Traded Fund·US Equities·USA

Latest market price

68.75

-0.11-0.16%

Overview Short InterestFilings

HELOJPMorgan Hedged Equity Laddered Overlay ETF·AMEX

Overview Short InterestFilings

68.75-0.16%

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VXUS+0.27%$82.59 VUG-1.21%$84.03 VTV+0.24%$228.57 VO+0.25%$81.66 VGT-2.68%$113.83 VB+0.60%$291.80 VWO+0.34%$55.70 VIG+0.19%$248.24

Fund Snapshot

Category	—	Asset Type	US Equity	Tags	SP500	Return% 1Y	5.12%	Total Holdings	147	Perf Week	-0.72%

Sponsor	J.P. Morgan	ETF Type		Tags	options	Return% 3Y	12.75%	AUM	$4.92B	Perf Month	-0.97%

Fund Family		Bond Type		Tags	—	Return% 5Y	—	NAV/sh		Perf Quarter	-1.21%

Index	—	Average Maturity		Tags	—	Return% 10Y		52W High	70.23 -2.11%	Perf Half Y	1.87%

Index Weighting		Commodity Type		Tags	—	Return% SI		52W Low	63.24 8.71%	Perf YTD	3.49%

Active/Passive		Quant Type		Tags	—	Flows% 1M	0.00%	Volatility	0.68% 0.55%	Perf Year	4.77%

Dividend TTM	0.39 (0.57%)	ESG Type		Tags	—	Flows% 3M	0.00%	ATR (14)	0.50	Perf 3Y	40.65%

Dividend Ex-Date	Sep 22, 2026	Dividend Type		Sector/Theme		Flows% YTD	-3.11%	RSI (14)	41.14	Perf 5Y	—

Dividend Gr. 3/5Y	—	Structure Type		Region		Flows% 1Y		Beta	0.52	Perf 10Y	—

Expense	0.50%	Growth/Value		SMA20	-1.11%	Flows% 3Y		Rel Volume	1.21	Prev Close	68.86

Inverse/Leveraged		Market Cap		SMA50	-0.95%	Flows% 5Y		Avg Volume	296.17K	Price	68.75

IPO Date	Sep 28, 2023	Option/Short	Yes / Yes	SMA200	1.52%	52W Range %	79%	Volume	356,969	Change	-0.16%

Holdings Breakdown

View Holdings as

Stocks

38.6%Technology

3.8%Energy

11.1%Financial Services

3.5%Consumer Defensive

9.9%Consumer Cyclical

2.1%Utilities

9.6%Healthcare

1.8%Basic Materials

8.9%Communication Services

1.7%Real Estate

6.0%Industrials

Bonds, Cash & Other

3.2%Cash & Others

Assets Under Management

● Assets Under Management

Latest News· Times ET

Oct-30-26

Oct-30-2604:29PM

HELO: Options-Hedged ETFs Are Timely, But Peers Are More Compellingseekingalpha.com

Oct-19-26

Oct-19-2604:24AM

JPMorgan Hedged Equity Laddered Overlay ETF $HELO Position Lifted by IFP Advisors Incdefenseworld.net

Sep-10-26

Sep-10-2603:13AM

Archford Capital Strategies LLC Increases Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELOdefenseworld.net

Jul-18-26

Jul-18-2604:20AM

The Market May Be In A Bubble: This Is How To InvestSeekingAlpha

Fund

The Fund seeks to provide capital appreciation. 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 US companies.

Ownership

Per-holder 13F data isn't yet ingested for ETFs — coming with the next data layer expansion.

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