JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
| Assets | $2.17B |
| Expense Ratio | 0.50% |
| PE Ratio | 26.93 |
| Shares Out | 35.25M |
| Dividend (ttm) | $0.32 |
| Dividend Yield | 0.52% |
| Ex-Dividend Date | Sep 24, 2024 |
| Payout Ratio | 13.90% |
| 1-Year Return | +18.16% |
| Volume | 377,439 |
| Open | 61.84 |
| Previous Close | 61.99 |
| Day's Range | 61.63 - 62.68 |
| 52-Week Low | 52.52 |
| 52-Week High | 63.43 |
| Beta | n/a |
| Holdings | 172 |
| 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
38.51% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 7.35% |
| Apple Inc. | AAPL | 7.23% |
| NVIDIA Corporation | NVDA | 6.84% |
| Amazon.com, Inc. | AMZN | 4.65% |
| Meta Platforms, Inc. | META | 3.05% |
| Alphabet Inc. | GOOGL | 2.25% |
| Tesla, Inc. | TSLA | 2.25% |
| Mastercard Incorporated | MA | 1.73% |
| Broadcom Inc. | AVGO | 1.65% |
| Alphabet Inc. | GOOG | 1.51% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 24, 2024 | $0.082 | Sep 26, 2024 |
| Jun 25, 2024 | $0.084 | Jun 27, 2024 |
| Mar 19, 2024 | $0.053 | Mar 22, 2024 |
| Dec 19, 2023 | $0.103 | Dec 22, 2023 |
News
HELO: There Is A Cheaper Option
J.P. Morgan Hedged Equity Laddered Overlay ETF aims to provide returns similar to those reflected by the S&P 500 index but with lower volatility using a value-weighting and option strategy. Its risk-a...
2024's ETF Relay: Yield, Protection, Crypto Share The Podium
Through Q2, there has been a record number of new US ETFs on a rolling four-quarter basis. Fund issuers have met investors' demand for high-income equity ETFs, covered-call products, defined-outcome s...
HELO: Promising ETF With Superior Risk-Adjusted Return
HELO strategy combines stock selection based on valuation with laddered options strategy to reduce downside risk in S&P 500 universe. HELO quality metrics are superior to the benchmark. In 10 months, ...
HELO: A Better Mouse Trap
JPMorgan Hedged Equity Laddered Overlay ETF provides modest market returns with downside hedges to limit volatility and drawdowns. The Fund has outperformed its larger sibling funds, the JPMorgan Hedg...
HELO: Perhaps The Right Time For A Hedged Equity Strategy
JPMorgan Hedged Equity Laddered Overlay ETF offers a unique blend of capital appreciation and risk mitigation through a laddered options strategy. The HELO ETF maintains characteristics similar to the...
HELO: Hedged Equity Exposure From JPMorgan
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a buffered equities ETF that uses options to smooth out risk in a volatile market. The fund employs a put spread strategy, buying long puts with h...
HELO: JPMorgan Hedged Equity Fund In An ETF Format
The JPMorgan Hedged Equity Laddered Overlay ETF aims to provide exposure to U.S. large cap stocks with reduced volatility and downside risk. HELO employs a laddered option strategy to minimize market ...
HELO: A New JPMorgan Fund For Risk-Averse Investors
JPMorgan Hedged Equity Laddered Overlay ETF is a newly launched fund that invests in large cap American stocks with low volatility and uses a laddered options strategy for downside protection. The fun...
J.P. Morgan Asset Management Launches Hedged Equity Laddered Overlay ETF: HELO
Funds seek to deliver JPM active management expertise and risk controls through ETF structure NEW YORK , Sept. 29, 2023 /PRNewswire/ -- J.P.