JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
| Assets | $2.92B |
| Expense Ratio | 0.50% |
| PE Ratio | 25.45 |
| Shares Out | 48.83M |
| Dividend (ttm) | $0.40 |
| Dividend Yield | 0.68% |
| Ex-Dividend Date | Mar 25, 2025 |
| Payout Ratio | 17.20% |
| 1-Year Return | +7.58% |
| Volume | 268,044 |
| Open | 59.79 |
| Previous Close | 59.99 |
| Day's Range | 59.79 - 59.96 |
| 52-Week Low | 55.46 |
| 52-Week High | 63.81 |
| Beta | n/a |
| Holdings | 170 |
| Inception Date | Sep 28, 2023 |
About HELO
Fund Home PageThe JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund 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 HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.
Top 10 Holdings
36.59% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 7.67% |
| Apple Inc. | AAPL | 6.21% |
| NVIDIA Corporation | NVDA | 6.20% |
| Amazon.com, Inc. | AMZN | 4.13% |
| Meta Platforms, Inc. | META | 3.19% |
| Alphabet Inc. | GOOGL | 1.99% |
| Broadcom Inc. | AVGO | 1.95% |
| Berkshire Hathaway Inc. | BRK.B | 1.81% |
| Mastercard Incorporated | MA | 1.76% |
| Visa Inc. | V | 1.68% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 25, 2025 | $0.088 | Mar 27, 2025 |
| Dec 24, 2024 | $0.15096 | Dec 27, 2024 |
| Sep 24, 2024 | $0.08158 | Sep 26, 2024 |
| Jun 25, 2024 | $0.08419 | Jun 27, 2024 |
| Mar 19, 2024 | $0.05255 | Mar 22, 2024 |
| Dec 19, 2023 | $0.10286 | Dec 22, 2023 |
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