Apple, Inc AAPL
S&P 500 ETF Trust SPDR SPY
Alphabet Inc. - Class A Shares GOOGL
Microsoft Corporation MSFT
Meta Platforms Inc META
Netflix, Inc. NFLX
Amazon.com Inc. AMZN
Spotify Technology SA SPOT

Jpmorgan hedged equity laddered overlay etf share price

HELO

PCQ

$69.77

+$0.25

(0.36%)

Provider: JPMorgan

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.

0.49%

Volume

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

231.45K

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).

0.59%

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

$69.77

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: JPMorgan

Returns

Time Frame	HELO	S&P500
1-Week Return	-0.01%	-0.45%
1-Month Return	0.65%	0.56%
3-Month Return	3%	3.9%
6-Month Return	3.73%	8.14%
1-Year Return	6.05%	12%
3-Year Return	42.21%	85.28%
5-Year Return	39.98%	67.89%

Time Frame	HELO	S&P500
1-Week Return	-0.52%	-20.96%
1-Month Return	8.20%	7.03%
3-Month Return	12.74%	16.78%
6-Month Return	7.71%	17.20%
1-Year Return	6.05%	12.00%
3-Year Return	12.45%	22.82%
5-Year Return	6.96%	10.92%

Largest holdings

Stock name	Ticker	Weight
NVIDIA CORP COMMON STOCK	NVDA	8.47%
APPLE INC COMMON STOCK	AAPL	7.14%
MICROSOFT CORP COMMON	MSFT	6.56%
AMAZON.COM INC COMMON	AMZN	4.37%
ALPHABET INC-CL A -	GOOGL	3%
BROADCOM INC COMMON	AVGO	2.6%
META PLATFORMS INC	META	2.39%
ALPHABET INC-CL C -	GOOG	2.14%
JPMORGAN PRIME MONEY	JPMORGAN.PRIME.MONEY	2.09%
MICRON TECHNOLOGY INC	MU	1.66%
EXXONMOBIL HOLDINGS CORP	XOM	1.45%
JOHNSON & COMMON	JNJ	1.39%
ADVANCED MICRO DEVICES	AMD	1.38%
MASTERCARD INC COMMON	MA	1.32%
TESLA INC COMMON STOCK	TSLA	1.3%
ELI LILLY AND COMPANY	LLY	1.29%
BERKSHIRE HATHAWAY INC	BRK.B	1.22%
ABBVIE INC COMMON STOCK	ABBV	1.2%
VISA INC COMMON STOCK	V	1.03%
LAM RESEARCH CORP COMMON	LRCX	0.99%
RTX CORP	RTX	0.98%
TRANE TECHNOLOGIES PLC	TRANE.TECHNOLOGIES.PLC	0.91%
ACCENTURE PLC COMMON	ACN	0.89%
EOG RESOURCES INC COMMON	EOG	0.85%
3M CO COMMON STOCK USD	MMM	0.83%
NEXTERA ENERGY INC	NEE	0.83%
LOWE'S COS INC COMMON	LOW	0.8%
PHILIP MORRIS	PM	0.8%
WELLS FARGO & CO COMMON	WFC	0.78%
PEPSICO INC COMMON STOCK	PEP	0.77%
BANK OF AMERICA CORP	BAC	0.75%
UNITEDHEALTH GROUP INC	UNH	0.71%
WALMART INC COMMON STOCK	WMT	0.71%
CITIGROUP INC COMMON	C	0.71%
US BANCORP COMMON STOCK	USB	0.68%
ECOLAB INC COMMON STOCK	ECL	0.67%
AT&T INC COMMON STOCK	T	0.66%
HOWMET AEROSPACE INC	HWM	0.66%
CHARLES SCHWAB CORP/THE	SCHW	0.66%
PALANTIR TECHNOLOGIES	PLTR	0.64%
AMPHENOL CORP COMMON	APH	0.63%
MCDONALD'S CORP COMMON	MCD	0.62%
CONOCOPHILLIPS COMMON	COP	0.61%
TEXAS INSTRUMENTS INC	TXN	0.58%
THERMO FISHER SCIENTIFIC	TMO	0.57%
BOOKING HOLDINGS INC	BKNG	0.57%
NXP SEMICONDUCTORS NV	NXPI	0.57%
AON PLC COMMON STOCK USD	AON	0.56%
ARTHUR J GALLAGHER & CO	AJG	0.55%
BRISTOL-MYERS SQUIBB CO	BMY	0.55%
STRYKER CORP COMMON	SYK	0.54%
MONDELEZ INTERNATIONAL	MDLZ	0.54%
SEAGATE TECHNOLOGY	STX	0.53%
REGENERON	REGN	0.49%
INTEL CORP COMMON STOCK	INTC	0.49%
MORGAN STANLEY DEAN	MS	0.48%
ROSS STORES INC COMMON	ROST	0.48%
VENTAS INC REIT USD 0.25	VTR	0.47%
DEERE & CO COMMON STOCK	DE	0.47%
VERTIV HOLDINGS CO	VRT	0.47%
CAPITAL ONE FINANCIAL	COF	0.47%
EQUINIX INC REIT USD	EQIX	0.45%
THE SOUTHERN COMPANY	SO	0.44%
EATON CORP PLC COMMON	ETN	0.44%
CORPAY INC	CPAY	0.43%
HILTON WORLDWIDE	HLT	0.42%
CHIPOTLE MEXICAN GRILL	CMG	0.4%
SEMPRA COMMON STOCK USD	SRE	0.39%
EDWARDS LIFESCIENCES	EW	0.38%
VERTEX PHARMACEUTICALS	VRTX	0.38%
ENTERGY CORP COMMON	ETR	0.38%
AUTOZONE INC COMMON	AZO	0.38%
WESTERN DIGITAL CORP	WDC	0.37%
NETFLIX INC COMMON STOCK	NFLX	0.37%
THE WALT DISNEY COMPANY	DIS	0.37%
FIFTH THIRD BANCORP	FITB	0.36%
CENCORA INC COMMON STOCK	COR	0.36%
LINDE PLC COMMON STOCK	LIN	0.35%
BAKER HUGHES CO COMMON	BKR	0.35%
BLACKSTONE GROUP INC/THE	BX	0.35%
HEWLETT PACKARD	HPE	0.34%
CIGNA GROUP/THE COMMON	CI	0.34%
MEDTRONIC PLC COMMON	MDT	0.34%
ARISTA NETWORKS INC	ANET	0.34%
DOVER CORP COMMON STOCK	DOV	0.32%
WATERS CORP COMMON STOCK	WAT	0.31%
ORACLE CORP COMMON STOCK	ORCL	0.31%
WELLTOWER INC	WELL	0.31%
MARTIN MARIETTA	MLM	0.3%
CHUBB LTD COMMON STOCK	CB	0.3%
ANALOG DEVICES INC	ADI	0.29%
HUMANA INC COMMON STOCK	HUM	0.29%
CORNING INC COMMON STOCK	GLW	0.29%
SERVICENOW INC COMMON	NOW	0.29%
GE VERNOVA INC COMMON	GEV	0.28%
APPLIED MATERIALS INC	AMAT	0.28%
AUTODESK INC COMMON	ADSK	0.28%
PALO ALTO NETWORKS INC	PANW	0.26%
AFFIRM HOLDINGS INC	AFRM	0.26%
FEDEX CORP COMMON STOCK	FDX	0.26%
CUMMINS INC COMMON STOCK	CMI	0.26%
YUM BRANDS INC COMMON	YUM	0.26%
UNION PACIFIC CORP	UNP	0.25%
KEURIG DR PEPPER INC	KDP	0.25%
LEIDOS HOLDINGS INC	LDOS	0.25%
DEVON ENERGY CORP COMMON	DVN	0.24%
BURLINGTON STORES INC	BURL	0.24%
CROWDSTRIKE HOLDINGS INC	CRWD	0.24%
UNITED RENTALS INC	URI	0.24%
PROGRESSIVE CORP/THE	PGR	0.23%
AMERICAN TOWER CORP REIT	AMT	0.23%
PPG INDUSTRIES INC	PPG	0.22%
DOORDASH INC COMMON	DASH	0.21%
INTUIT INC COMMON STOCK	INTU	0.21%
SPY PUT USD 12/31/2026	SPY.PUT.USD.12.31.2026	0.21%
CHURCH & DWIGHT CO INC	CHD	0.21%
INTERCONTINENTAL	ICE	0.21%
FORTINET INC COMMON	FTNT	0.2%
ON SEMICONDUCTOR CORP	ON	0.2%
SNOWFLAKE INC COMMON	SNOW	0.2%
SANDISK CORP COMMON	SNDK	0.19%
NEWMONT CORP COMMON	NEM	0.19%
CADENCE DESIGN SYSTEMS	CDNS	0.18%
ALTRIA GROUP INC COMMON	MO	0.18%
CARNIVAL CORP LTD COMMON	CCL	0.18%
FIDELITY NATIONAL	FIS	0.16%
BOSTON SCIENTIFIC CORP	BSX	0.16%
EQUITY LIFESTYLE	ELS	0.16%
TOAST INC COMMON STOCK	TOST	0.15%
TEXTRON INC COMMON STOCK	TXT	0.14%
DELTA AIR LINES INC	DAL	0.14%
INGERSOLL RAND INC	IR	0.13%
SPY PUT USD 11/30/2026	SPY.PUT.USD.11.30.2026	0.11%
OMNICOM GROUP INC COMMON	OMC	0.1%
EMCOR GROUP INC COMMON	EME	0.1%
LUMENTUM HOLDINGS INC	LITE	0.09%
NEUROCRINE BIOSCIENCES	NBIX	0.09%
MARATHON PETROLEUM CORP	MPC	0.08%
CIENA CORP COMMON STOCK	CIEN	0.08%
WARNER MUSIC GROUP CORP	WMG	0.08%
EQT CORP COMMON STOCK	EQT	0.07%
LENNOX INTERNATIONAL INC	LII	0.06%
LENNAR CORP COMMON STOCK	LEN	0.06%
FEDEX FREIGHT HOLDING CO	FDXF	0.05%
WEX INC COMMON STOCK USD	WEX	0.04%
CASH	CASH	0.03%
MASCO CORP COMMON STOCK	MAS	0.02%
APTIV PLC COMMON STOCK	APTV	0.01%
SPY PUT USD 10/30/2026	SPY.PUT.USD.10.30.2026	0.01%
SPY CALL USD 11/30/2026	SPY.CALL.USD.11.30.2026	-0.1%
SPY CALL USD 10/30/2026	SPY.CALL.USD.10.30.2026	-0.11%
SPY CALL USD 12/31/2026	SPY.CALL.USD.12.31.2026	-0.31%

Sector breakdown

Sector	Weight
Information Technology	40.22%
Financials	11.39%
Consumer discretionary	10.05%
Communication services	9.70%
Health care	9.12%
All Others	19.53%

Discover more

SPDR S&P 500 ETF Trust

Invesco QQQ Trust

Vanguard Total Stock Market Index Fund ETF Shares

iShares Core MSCI EAFE ETF

Vanguard Total Bond Market Index Fund ETF Shares

iShares Bitcoin Trust

Vanguard Growth Index Fund ETF Shares

SPDR® Gold Shares

iShares 20+ Year Treasury Bond ETF

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 $69.77.

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.