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Jpmorgan hedged equity laddered overlay etf share price

HELO

PCQ

$69.84

-$0.11

(-0.16%)

Provider: JPMorgan Category: Equity Hedged

Overview Returns Holdings Sector breakdown Faqs

Price chart

Key metrics

Expense Ratio

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

0.5%

Volume

This is the total number of shares traded during the most recent trading day.

180.25K

Avg Volume

This is the average number of shares traded during the most recent 30 days.

Dividend Yield

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

0.57%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

0.56

52-week Range

This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$63.06 L

$70.14 H

$69.84

About jpmorgan hedged equity laddered overlay etf, etf

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, 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 U.S. companies. more

Provider: JPMorganCategory: Equity Hedged

Returns

Time Frame	HELO	S&P500
1-Week Return	1.1%	1.96%
1-Month Return	0.81%	1.72%
3-Month Return	2.79%	3.7%
6-Month Return	8.84%	18.25%
1-Year Return	7.37%	16%
3-Year Return	39.9%	81.52%
5-Year Return	40.34%	79.14%

Time Frame	HELO	S&P500
1-Week Return	76.90%	175.14%
1-Month Return	10.31%	23.06%
3-Month Return	11.81%	15.88%
6-Month Return	18.74%	40.48%
1-Year Return	7.37%	16.00%
3-Year Return	11.84%	21.99%
5-Year Return	7.01%	12.37%

Largest holdings

Stock name	Ticker	Weight
NVIDIA CORP COMMON STOCK	NVDA	8.92%
APPLE INC COMMON STOCK	AAPL	6.91%
MICROSOFT CORP COMMON	MSFT	6.37%
AMAZON.COM INC COMMON	AMZN	4.16%
ALPHABET INC-CL A -	GOOGL	3.05%
BROADCOM INC COMMON	AVGO	2.63%
META PLATFORMS INC	META	2.51%
ALPHABET INC-CL C -	GOOG	2.18%
JPMORGAN PRIME MONEY	JPMORGAN.PRIME.MONEY	2.15%
MICRON TECHNOLOGY INC	MU	2.02%
ADVANCED MICRO DEVICES	AMD	1.59%
JOHNSON & COMMON	JNJ	1.41%
EXXONMOBIL HOLDINGS CORP	XOM	1.36%
LAM RESEARCH CORP COMMON	LRCX	1.26%
TESLA INC COMMON STOCK	TSLA	1.2%
MASTERCARD INC COMMON	MA	1.19%
ELI LILLY AND COMPANY	LLY	1.18%
BERKSHIRE HATHAWAY INC	BRK.B	1.14%
ABBVIE INC COMMON STOCK	ABBV	1.11%
RTX CORP	RTX	0.95%
VISA INC COMMON STOCK	V	0.92%
TRANE TECHNOLOGIES PLC	TRANE.TECHNOLOGIES.PLC	0.9%
ACCENTURE PLC COMMON	ACN	0.88%
BANK OF AMERICA CORP	BAC	0.83%
NEXTERA ENERGY INC	NEE	0.82%
AT&T INC COMMON STOCK	T	0.81%
3M CO COMMON STOCK USD	MMM	0.79%
WELLS FARGO & CO COMMON	WFC	0.78%
EOG RESOURCES INC COMMON	EOG	0.77%
LOWE'S COS INC COMMON	LOW	0.75%
HOWMET AEROSPACE INC	HWM	0.73%
CITIGROUP INC COMMON	C	0.73%
PEPSICO INC COMMON STOCK	PEP	0.72%
PHILIP MORRIS	PM	0.71%
SEAGATE TECHNOLOGY	STX	0.7%
CHARLES SCHWAB CORP/THE	SCHW	0.69%
AMPHENOL CORP COMMON	APH	0.69%
US BANCORP COMMON STOCK	USB	0.67%
ECOLAB INC COMMON STOCK	ECL	0.64%
UNITEDHEALTH GROUP INC	UNH	0.63%
TEXAS INSTRUMENTS INC	TXN	0.62%
WALMART INC COMMON STOCK	WMT	0.61%
INTEL CORP COMMON STOCK	INTC	0.6%
PALANTIR TECHNOLOGIES	PLTR	0.57%
NXP SEMICONDUCTORS NV	NXPI	0.56%
MCDONALD'S CORP COMMON	MCD	0.56%
BRISTOL-MYERS SQUIBB CO	BMY	0.55%
VERTIV HOLDINGS CO	VRT	0.55%
BOOKING HOLDINGS INC	BKNG	0.55%
DEERE & CO COMMON STOCK	DE	0.54%
AON PLC COMMON STOCK USD	AON	0.53%
CONOCOPHILLIPS COMMON	COP	0.53%
STRYKER CORP COMMON	SYK	0.5%
MONDELEZ INTERNATIONAL	MDLZ	0.5%
ROSS STORES INC COMMON	ROST	0.5%
ARTHUR J GALLAGHER & CO	AJG	0.5%
EATON CORP PLC COMMON	ETN	0.49%
MORGAN STANLEY DEAN	MS	0.49%
ORACLE CORP COMMON STOCK	ORCL	0.49%
VENTAS INC REIT USD 0.25	VTR	0.47%
THERMO FISHER SCIENTIFIC	TMO	0.46%
EQUINIX INC REIT USD	EQIX	0.46%
WESTERN DIGITAL CORP	WDC	0.46%
REGENERON	REGN	0.45%
CAPITAL ONE FINANCIAL	COF	0.44%
CORPAY INC	CPAY	0.43%
HILTON WORLDWIDE	HLT	0.43%
CHIPOTLE MEXICAN GRILL	CMG	0.41%
ANALOG DEVICES INC	ADI	0.4%
ARISTA NETWORKS INC	ANET	0.4%
NETFLIX INC COMMON STOCK	NFLX	0.39%
THE WALT DISNEY COMPANY	DIS	0.38%
CENCORA INC COMMON STOCK	COR	0.38%
EDWARDS LIFESCIENCES	EW	0.37%
VERTEX PHARMACEUTICALS	VRTX	0.37%
SEMPRA COMMON STOCK USD	SRE	0.37%
THE SOUTHERN COMPANY	SO	0.36%
ENTERGY CORP COMMON	ETR	0.36%
CORNING INC COMMON STOCK	GLW	0.36%
BAKER HUGHES CO COMMON	BKR	0.35%
FIFTH THIRD BANCORP	FITB	0.35%
HEWLETT PACKARD	HPE	0.34%
AUTOZONE INC COMMON	AZO	0.34%
BLACKSTONE GROUP INC/THE	BX	0.34%
YUM BRANDS INC COMMON	YUM	0.34%
LINDE PLC COMMON STOCK	LIN	0.33%
MEDTRONIC PLC COMMON	MDT	0.32%
SPY PUT USD 12/31/2026	SPY.PUT.USD.12.31.2026	0.31%
DOVER CORP COMMON STOCK	DOV	0.31%
GE VERNOVA INC COMMON	GEV	0.31%
WELLTOWER INC	WELL	0.3%
CIGNA GROUP/THE COMMON	CI	0.3%
WATERS CORP COMMON STOCK	WAT	0.29%
MARTIN MARIETTA	MLM	0.28%
PALO ALTO NETWORKS INC	PANW	0.28%
CHUBB LTD COMMON STOCK	CB	0.28%
BURLINGTON STORES INC	BURL	0.27%
CADENCE DESIGN SYSTEMS	CDNS	0.25%
FEDEX CORP COMMON STOCK	FDX	0.25%
AFFIRM HOLDINGS INC	AFRM	0.25%
APPLIED MATERIALS INC	AMAT	0.25%
CROWDSTRIKE HOLDINGS INC	CRWD	0.25%
BOSTON SCIENTIFIC CORP	BSX	0.25%
UNION PACIFIC CORP	UNP	0.24%
AUTODESK INC COMMON	ADSK	0.24%
LEIDOS HOLDINGS INC	LDOS	0.24%
SPY PUT USD 11/30/2026	SPY.PUT.USD.11.30.2026	0.23%
DEVON ENERGY CORP COMMON	DVN	0.23%
UNITED RENTALS INC	URI	0.23%
SANDISK CORP COMMON	SNDK	0.23%
KEURIG DR PEPPER INC	KDP	0.23%
PROGRESSIVE CORP/THE	PGR	0.22%
HUMANA INC COMMON STOCK	HUM	0.21%
SERVICENOW INC COMMON	NOW	0.21%
DOORDASH INC COMMON	DASH	0.21%
PPG INDUSTRIES INC	PPG	0.21%
SNOWFLAKE INC COMMON	SNOW	0.21%
AMERICAN TOWER CORP REIT	AMT	0.21%
FORTINET INC COMMON	FTNT	0.21%
CHURCH & DWIGHT CO INC	CHD	0.19%
NEWMONT CORP COMMON	NEM	0.19%
FIDELITY NATIONAL	FIS	0.18%
INTUIT INC COMMON STOCK	INTU	0.18%
CARNIVAL CORP LTD COMMON	CCL	0.17%
ALTRIA GROUP INC COMMON	MO	0.17%
INTERCONTINENTAL	ICE	0.16%
EQUITY LIFESTYLE	ELS	0.16%
DELTA AIR LINES INC	DAL	0.15%
CUMMINS INC COMMON STOCK	CMI	0.14%
TEXTRON INC COMMON STOCK	TXT	0.14%
TOAST INC COMMON STOCK	TOST	0.14%
INGERSOLL RAND INC	IR	0.13%
EMCOR GROUP INC COMMON	EME	0.11%
OMNICOM GROUP INC COMMON	OMC	0.1%
NEUROCRINE BIOSCIENCES	NBIX	0.09%
ON SEMICONDUCTOR CORP	ON	0.09%
CIENA CORP COMMON STOCK	CIEN	0.08%
EQT CORP COMMON STOCK	EQT	0.07%
WARNER MUSIC GROUP CORP	WMG	0.07%
LENNAR CORP COMMON STOCK	LEN	0.06%
LENNOX INTERNATIONAL INC	LII	0.06%
SPY PUT USD 10/30/2026	SPY.PUT.USD.10.30.2026	0.06%
APPLOVIN CORP COMMON	APP	0.05%
FEDEX FREIGHT HOLDING CO	FDXF	0.05%
CASH	CASH	0.04%
WEX INC COMMON STOCK USD	WEX	0.04%
APTIV PLC COMMON STOCK	APTIV.PLC.COMMON.STOCK	0.01%
SPY CALL USD 11/30/2026	SPY.CALL.USD.11.30.2026	-0.14%
SPY CALL USD 10/30/2026	SPY.CALL.USD.10.30.2026	-0.18%
SPY CALL USD 12/31/2026	SPY.CALL.USD.12.31.2026	-0.32%

Sector breakdown

Sector	Weight
Information Technology	40.41%
Financials	11.02%
Consumer discretionary	10.19%
Communication services	10.10%
Health care	9.09%
All Others	19.18%

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Faqs

What is Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) ETF share price today?

Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) share price today is $69.84.

Can Indians buy Jpmorgan Hedged Equity Laddered Overlay ETF shares?

Yes, Indians can buy shares of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) on Vested. To buy HELO from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.

Can Fractional shares of Jpmorgan Hedged Equity Laddered Overlay ETF be purchased?

Yes, you can purchase fractional shares of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) on Vested. You can start investing in Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) with a minimum investment of $1.

How to invest in Jpmorgan Hedged Equity Laddered Overlay ETF shares from India?

Click on Sign Up or Invest in HELO ETF at the top of this page
Breeze through our fully digital and secure KYC process and open your US Brokerage account in a few minutes
Transfer USD funds to your US Brokerage account and start investing in Jpmorgan Hedged Equity Laddered Overlay ETF shares

What is Jpmorgan Hedged Equity Laddered Overlay ETF's 52-week high and low ETF share price?

The 52-week high price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $70.14. The 52-week low price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $63.06.

What is Jpmorgan Hedged Equity Laddered Overlay ETF's ticker or symbol?

The stock symbol (or ticker) of Jpmorgan Hedged Equity Laddered Overlay ETF is HELO.

Can I set up automatic investments (SIP) in Jpmorgan Hedged Equity Laddered Overlay ETF shares?

Yes, you can setup SIP in Jpmorgan Hedged Equity Laddered Overlay ETF shares. Follow the below steps to create the SIP:

Sign up on Vested and complete your KYC for US Stocks
Transfer funds to your US Stocks account
Navigate to HELO tickr page and set up your recurring investment

What is the historical performance of Jpmorgan Hedged Equity Laddered Overlay ETF ETF?

Here is the historical performance of HELO on the Vested app.

1 Year Return - {X%}
3 Year Return
5 Year
You can also access the top holdings, the expense ratio, and the sector breakdown for Jpmorgan Hedged Equity Laddered Overlay ETF on Vested.