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Jpmorgan hedged equity laddered overlay etf share price

HELO
PCQ
$68.204
+$0.19
(0.29%)
Provider: JPMorgan Category: Equity Hedged

Price chart

Key metrics

Expense Ratio info-icon
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 info-icon
This is the total number of shares traded during the most recent trading day.
174.41K
Avg Volume info-icon
This is the average number of shares traded during the most recent 30 days.
0
Dividend Yield info-icon
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).
0.64%
Beta info-icon
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
52-week Range info-icon
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).
$62.23 L
$68.35 H
$68.204

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 FrameHELOS&P500
1-Week Return0.46%0.21%
1-Month Return0.28%-0.77%
3-Month Return2.64%7.86%
6-Month Return2.07%8.44%
1-Year Return8.12%19.87%
3-Year Return36.73%66.8%

Largest holdings

Stock name Ticker Weight
NVDA-img NVIDIA CORP COMMON STOCK
NVDA
8.3%
AAPL-img APPLE INC COMMON STOCK
AAPL
6.79%
MSFT-img MICROSOFT CORP COMMON
MSFT
4.84%
AMZN-img AMAZON.COM INC COMMON
AMZN
4.17%
GOOGL-img ALPHABET INC-CL A -
GOOGL
3.26%
AVGO-img BROADCOM INC COMMON
AVGO
3.1%
META-img META PLATFORMS INC
META
2.39%
GOOG-img ALPHABET INC-CL C -
GOOG
2.36%
JPMORGAN.PRIME.MONEY-img JPMORGAN PRIME MONEY
JPMORGAN.PRIME.MONEY
2.31%
MU-img MICRON TECHNOLOGY INC
MU
1.89%
TSLA-img TESLA INC COMMON STOCK
TSLA
1.47%
AMD-img ADVANCED MICRO DEVICES
AMD
1.44%
LRCX-img LAM RESEARCH CORP COMMON
LRCX
1.24%
BRK.B-img BERKSHIRE HATHAWAY INC
BRK.B
1.22%
LLY-img ELI LILLY AND COMPANY
LLY
1.21%
JNJ-img JOHNSON & COMMON
JNJ
1.2%
XOM-img EXXONMOBIL HOLDINGS CORP
XOM
1.19%
MA-img MASTERCARD INC COMMON
MA
1.15%
ABBV-img ABBVIE INC COMMON STOCK
ABBV
1.12%
BAC-img BANK OF AMERICA CORP
BAC
1.07%
RTX-img RTX CORP
RTX
0.98%
TRANE.TECHNOLOGIES.PLC-img TRANE TECHNOLOGIES PLC
TRANE.TECHNOLOGIES.PLC
0.95%
V-img VISA INC COMMON STOCK
V
0.9%
HWM-img HOWMET AEROSPACE INC
HWM
0.83%
PEP-img PEPSICO INC COMMON STOCK
PEP
0.82%
NEE-img NEXTERA ENERGY INC
NEE
0.81%
WFC-img WELLS FARGO & CO COMMON
WFC
0.81%
MMM-img 3M CO COMMON STOCK USD
MMM
0.77%
SCHW-img CHARLES SCHWAB CORP/THE
SCHW
0.75%
UNH-img UNITEDHEALTH GROUP INC
UNH
0.74%
STX-img SEAGATE TECHNOLOGY
STX
0.73%
AON-img AON PLC COMMON STOCK USD
AON
0.73%
T-img AT&T INC COMMON STOCK
T
0.71%
LOW-img LOWE'S COS INC COMMON
LOW
0.71%
TXN-img TEXAS INSTRUMENTS INC
TXN
0.69%
PM-img PHILIP MORRIS
PM
0.69%
EOG-img EOG RESOURCES INC COMMON
EOG
0.68%
MCD-img MCDONALD'S CORP COMMON
MCD
0.67%
WMT-img WALMART INC COMMON STOCK
WMT
0.63%
C-img CITIGROUP INC COMMON
C
0.63%
ECL-img ECOLAB INC COMMON STOCK
ECL
0.63%
APH-img AMPHENOL CORP COMMON
APH
0.63%
SYK-img STRYKER CORP COMMON
SYK
0.62%
ADI-img ANALOG DEVICES INC
ADI
0.59%
MS-img MORGAN STANLEY DEAN
MS
0.59%
WDC-img WESTERN DIGITAL CORP
WDC
0.59%
NOW-img SERVICENOW INC COMMON
NOW
0.57%
NXPI-img NXP SEMICONDUCTORS NV
NXPI
0.57%
ORCL-img ORACLE CORP COMMON STOCK
ORCL
0.56%
DE-img DEERE & CO COMMON STOCK
DE
0.56%
INTC-img INTEL CORP COMMON STOCK
INTC
0.56%
AJG-img ARTHUR J GALLAGHER & CO
AJG
0.55%
BMY-img BRISTOL-MYERS SQUIBB CO
BMY
0.53%
DIS-img THE WALT DISNEY COMPANY
DIS
0.52%
VTR-img VENTAS INC REIT USD 0.25
VTR
0.51%
MDLZ-img MONDELEZ INTERNATIONAL
MDLZ
0.51%
ROST-img ROSS STORES INC COMMON
ROST
0.48%
USB-img US BANCORP COMMON STOCK
USB
0.47%
ANET-img ARISTA NETWORKS INC
ANET
0.46%
SRE-img SEMPRA COMMON STOCK USD
SRE
0.45%
HLT-img HILTON WORLDWIDE
HLT
0.45%
ETN-img EATON CORP PLC COMMON
ETN
0.44%
CMG-img CHIPOTLE MEXICAN GRILL
CMG
0.44%
EQIX-img EQUINIX INC REIT USD
EQIX
0.44%
GLW-img CORNING INC COMMON STOCK
GLW
0.43%
REGN-img REGENERON
REGN
0.43%
ETR-img ENTERGY CORP COMMON
ETR
0.42%
YUM-img YUM BRANDS INC COMMON
YUM
0.42%
AXP-img AMERICAN EXPRESS CO
AXP
0.42%
COF-img CAPITAL ONE FINANCIAL
COF
0.42%
EW-img EDWARDS LIFESCIENCES
EW
0.41%
FITB-img FIFTH THIRD BANCORP
FITB
0.4%
VRT-img VERTIV HOLDINGS CO
VRT
0.4%
GEV-img GE VERNOVA INC COMMON
GEV
0.39%
CPAY-img CORPAY INC
CPAY
0.39%
PLTR-img PALANTIR TECHNOLOGIES
PLTR
0.39%
SO-img THE SOUTHERN COMPANY
SO
0.39%
LIN-img LINDE PLC COMMON STOCK
LIN
0.38%
ACN-img ACCENTURE PLC COMMON
ACN
0.38%
WELL-img WELLTOWER INC
WELL
0.37%
COP-img CONOCOPHILLIPS COMMON
COP
0.37%
BKR-img BAKER HUGHES CO COMMON
BKR
0.37%
DOV-img DOVER CORP COMMON STOCK
DOV
0.36%
VRTX-img VERTEX PHARMACEUTICALS
VRTX
0.36%
CI-img CIGNA GROUP/THE COMMON
CI
0.34%
AZO-img AUTOZONE INC COMMON
AZO
0.33%
TDG-img TRANSDIGM GROUP INC
TDG
0.33%
BURL-img BURLINGTON STORES INC
BURL
0.32%
MDT-img MEDTRONIC PLC COMMON
MDT
0.31%
UNP-img UNION PACIFIC CORP
UNP
0.3%
KDP-img KEURIG DR PEPPER INC
KDP
0.3%
CDNS-img CADENCE DESIGN SYSTEMS
CDNS
0.29%
BKNG-img BOOKING HOLDINGS INC
BKNG
0.29%
AFRM-img AFFIRM HOLDINGS INC
AFRM
0.29%
FDX-img FEDEX CORP COMMON STOCK
FDX
0.28%
WAT-img WATERS CORP COMMON STOCK
WAT
0.26%
BSX-img BOSTON SCIENTIFIC CORP
BSX
0.26%
NFLX-img NETFLIX INC COMMON STOCK
NFLX
0.25%
SNDK-img SANDISK CORP COMMON
SNDK
0.25%
TMO-img THERMO FISHER SCIENTIFIC
TMO
0.25%
SPY.PUT.USD.09.30.2026-img SPY PUT USD 09/30/2026
SPY.PUT.USD.09.30.2026
0.25%
URI-img UNITED RENTALS INC
URI
0.24%
ADSK-img AUTODESK INC COMMON
ADSK
0.24%
PPG-img PPG INDUSTRIES INC
PPG
0.24%
CCL-img CARNIVAL CORP LTD COMMON
CCL
0.23%
PGR-img PROGRESSIVE CORP/THE
PGR
0.23%
DASH-img DOORDASH INC COMMON
DASH
0.23%
FIS-img FIDELITY NATIONAL
FIS
0.23%
HUM-img HUMANA INC COMMON STOCK
HUM
0.22%
MCK-img MCKESSON CORP COMMON
MCK
0.22%
AMT-img AMERICAN TOWER CORP REIT
AMT
0.22%
LDOS-img LEIDOS HOLDINGS INC
LDOS
0.21%
EXPE-img EXPEDIA GROUP INC COMMON
EXPE
0.21%
EMR-img EMERSON ELECTRIC CO
EMR
0.21%
AMAT-img APPLIED MATERIALS INC
AMAT
0.21%
MAS-img MASCO CORP COMMON STOCK
MAS
0.21%
VMC-img VULCAN MATERIALS CO
VMC
0.19%
SPY.PUT.USD.08.31.2026-img SPY PUT USD 08/31/2026
SPY.PUT.USD.08.31.2026
0.19%
PANW-img PALO ALTO NETWORKS INC
PANW
0.19%
APO-img APOLLO GLOBAL MANAGEMENT
APO
0.19%
CRWD-img CROWDSTRIKE HOLDINGS INC
CRWD
0.19%
BX-img BLACKSTONE GROUP INC/THE
BX
0.19%
MO-img ALTRIA GROUP INC COMMON
MO
0.18%
COR-img CENCORA INC COMMON STOCK
COR
0.18%
ELS-img EQUITY LIFESTYLE
ELS
0.17%
TXT-img TEXTRON INC COMMON STOCK
TXT
0.17%
APP-img APPLOVIN CORP COMMON
APP
0.17%
FANG-img DIAMONDBACK ENERGY INC
FANG
0.17%
INTU-img INTUIT INC COMMON STOCK
INTU
0.16%
NEM-img NEWMONT CORP COMMON
NEM
0.16%
FTNT-img FORTINET INC COMMON
FTNT
0.16%
MLM-img MARTIN MARIETTA
MLM
0.16%
TOST-img TOAST INC COMMON STOCK
TOST
0.14%
CHD-img CHURCH & DWIGHT CO INC
CHD
0.14%
CTSH-img COGNIZANT TECHNOLOGY
CTSH
0.14%
IR-img INGERSOLL RAND INC
IR
0.14%
DAL-img DELTA AIR LINES INC
DAL
0.13%
EQT-img EQT CORP COMMON STOCK
EQT
0.13%
ACGL-img ARCH CAPITAL GROUP LTD
ACGL
0.13%
ICE-img INTERCONTINENTAL
ICE
0.12%
EME-img EMCOR GROUP INC COMMON
EME
0.12%
OMC-img OMNICOM GROUP INC COMMON
OMC
0.11%
CIEN-img CIENA CORP COMMON STOCK
CIEN
0.1%
HPE-img HEWLETT PACKARD
HPE
0.09%
NBIX-img NEUROCRINE BIOSCIENCES
NBIX
0.09%
UAL-img UNITED AIRLINES HOLDINGS
UAL
0.09%
SPCX-img SPACE EXPLORATION
SPCX
0.09%
CB-img CHUBB LTD COMMON STOCK
CB
0.07%
WMG-img WARNER MUSIC GROUP CORP
WMG
0.07%
FDXF-img FEDEX FREIGHT HOLDING CO
FDXF
0.07%
LEN-img LENNAR CORP COMMON STOCK
LEN
0.07%
APTIV.PLC.COMMON.STOCK-img APTIV PLC COMMON STOCK
APTIV.PLC.COMMON.STOCK
0.05%
WEX-img WEX INC COMMON STOCK USD
WEX
0.03%
AWK-img AMERICAN WATER WORKS CO
AWK
0.03%
BLL-img BALL CORP COMMON STOCK
BLL
0.02%
SPY.PUT.USD.07.31.2026-img SPY PUT USD 07/31/2026
SPY.PUT.USD.07.31.2026
0.01%
CASH-img CASH
CASH
-0.02%
SPY.CALL.USD.08.31.2026-img SPY CALL USD 08/31/2026
SPY.CALL.USD.08.31.2026
-0.08%
SPY.CALL.USD.09.30.2026-img SPY CALL USD 09/30/2026
SPY.CALL.USD.09.30.2026
-0.35%
SPY.CALL.USD.07.31.2026-img SPY CALL USD 07/31/2026
SPY.CALL.USD.07.31.2026
-0.4%

Sector breakdown

Sector Weight
Information Technology
38.25%
Financials
11.33%
Consumer discretionary
10.98%
Communication services
10.12%
Health care
8.75%
All Others
20.57%

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 $68.204.

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 $68.35. The 52-week low price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $62.23.

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.

What is the expense ratio of Jpmorgan Hedged Equity Laddered Overlay ETF?

The expense ratio of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is 0.5%.

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