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Jpmorgan hedged equity laddered overlay etf share price

HELO
PCQ
$67.58
+$0.03
(0.04%)
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.
337.96K
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
$68.4 H
$67.58

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 Return-0.18%-0.67%
1-Month Return0.6%0.43%
3-Month Return0.46%3.38%
6-Month Return0.88%6.52%
1-Year Return6.59%16.35%
3-Year Return35.59%62.61%

Largest holdings

Stock name Ticker Weight
NVDA-img NVIDIA CORP COMMON STOCK
NVDA
8.31%
AAPL-img APPLE INC COMMON STOCK
AAPL
6.96%
MSFT-img MICROSOFT CORP COMMON
MSFT
4.85%
AMZN-img AMAZON.COM INC COMMON
AMZN
4.02%
AVGO-img BROADCOM INC COMMON
AVGO
3.08%
GOOGL-img ALPHABET INC-CL A -
GOOGL
2.94%
JPMORGAN.PRIME.MONEY-img JPMORGAN PRIME MONEY
JPMORGAN.PRIME.MONEY
2.35%
META-img META PLATFORMS INC
META
2.19%
GOOG-img ALPHABET INC-CL C -
GOOG
2.14%
MU-img MICRON TECHNOLOGY INC
MU
1.93%
AMD-img ADVANCED MICRO DEVICES
AMD
1.41%
XOM-img EXXONMOBIL HOLDINGS CORP
XOM
1.36%
JNJ-img JOHNSON & COMMON
JNJ
1.23%
BRK.B-img BERKSHIRE HATHAWAY INC
BRK.B
1.23%
LLY-img ELI LILLY AND COMPANY
LLY
1.22%
ABBV-img ABBVIE INC COMMON STOCK
ABBV
1.18%
MA-img MASTERCARD INC COMMON
MA
1.17%
TSLA-img TESLA INC COMMON STOCK
TSLA
1.17%
LRCX-img LAM RESEARCH CORP COMMON
LRCX
1.15%
BAC-img BANK OF AMERICA CORP
BAC
1.11%
RTX-img RTX CORP
RTX
1.07%
TRANE.TECHNOLOGIES.PLC-img TRANE TECHNOLOGIES PLC
TRANE.TECHNOLOGIES.PLC
0.96%
V-img VISA INC COMMON STOCK
V
0.92%
HWM-img HOWMET AEROSPACE INC
HWM
0.9%
NEE-img NEXTERA ENERGY INC
NEE
0.84%
MMM-img 3M CO COMMON STOCK USD
MMM
0.84%
PEP-img PEPSICO INC COMMON STOCK
PEP
0.81%
WFC-img WELLS FARGO & CO COMMON
WFC
0.81%
T-img AT&T INC COMMON STOCK
T
0.78%
UNH-img UNITEDHEALTH GROUP INC
UNH
0.75%
SCHW-img CHARLES SCHWAB CORP/THE
SCHW
0.75%
EOG-img EOG RESOURCES INC COMMON
EOG
0.74%
AON-img AON PLC COMMON STOCK USD
AON
0.74%
PM-img PHILIP MORRIS
PM
0.73%
STX-img SEAGATE TECHNOLOGY
STX
0.69%
LOW-img LOWE'S COS INC COMMON
LOW
0.68%
MCD-img MCDONALD'S CORP COMMON
MCD
0.65%
TXN-img TEXAS INSTRUMENTS INC
TXN
0.64%
APH-img AMPHENOL CORP COMMON
APH
0.63%
WMT-img WALMART INC COMMON STOCK
WMT
0.61%
ECL-img ECOLAB INC COMMON STOCK
ECL
0.61%
SYK-img STRYKER CORP COMMON
SYK
0.6%
C-img CITIGROUP INC COMMON
C
0.6%
DE-img DEERE & CO COMMON STOCK
DE
0.59%
MS-img MORGAN STANLEY DEAN
MS
0.58%
BMY-img BRISTOL-MYERS SQUIBB CO
BMY
0.57%
WDC-img WESTERN DIGITAL CORP
WDC
0.57%
VTR-img VENTAS INC REIT USD 0.25
VTR
0.56%
ADI-img ANALOG DEVICES INC
ADI
0.56%
NXPI-img NXP SEMICONDUCTORS NV
NXPI
0.55%
AJG-img ARTHUR J GALLAGHER & CO
AJG
0.53%
MDLZ-img MONDELEZ INTERNATIONAL
MDLZ
0.52%
INTC-img INTEL CORP COMMON STOCK
INTC
0.52%
DIS-img THE WALT DISNEY COMPANY
DIS
0.52%
ROST-img ROSS STORES INC COMMON
ROST
0.51%
NOW-img SERVICENOW INC COMMON
NOW
0.5%
ORCL-img ORACLE CORP COMMON STOCK
ORCL
0.49%
USB-img US BANCORP COMMON STOCK
USB
0.48%
ETN-img EATON CORP PLC COMMON
ETN
0.46%
SRE-img SEMPRA COMMON STOCK USD
SRE
0.45%
ANET-img ARISTA NETWORKS INC
ANET
0.44%
EQIX-img EQUINIX INC REIT USD
EQIX
0.44%
HLT-img HILTON WORLDWIDE
HLT
0.43%
REGN-img REGENERON
REGN
0.43%
ETR-img ENTERGY CORP COMMON
ETR
0.43%
COF-img CAPITAL ONE FINANCIAL
COF
0.42%
COP-img CONOCOPHILLIPS COMMON
COP
0.41%
AXP-img AMERICAN EXPRESS CO
AXP
0.41%
FITB-img FIFTH THIRD BANCORP
FITB
0.41%
CPAY-img CORPAY INC
CPAY
0.41%
CMG-img CHIPOTLE MEXICAN GRILL
CMG
0.41%
WELL-img WELLTOWER INC
WELL
0.4%
SO-img THE SOUTHERN COMPANY
SO
0.4%
ACN-img ACCENTURE PLC COMMON
ACN
0.39%
VRT-img VERTIV HOLDINGS CO
VRT
0.39%
YUM-img YUM BRANDS INC COMMON
YUM
0.38%
PLTR-img PALANTIR TECHNOLOGIES
PLTR
0.38%
EW-img EDWARDS LIFESCIENCES
EW
0.38%
GEV-img GE VERNOVA INC COMMON
GEV
0.37%
LIN-img LINDE PLC COMMON STOCK
LIN
0.37%
SPY.PUT.USD.09.30.2026-img SPY PUT USD 09/30/2026
SPY.PUT.USD.09.30.2026
0.37%
BKR-img BAKER HUGHES CO COMMON
BKR
0.36%
GLW-img CORNING INC COMMON STOCK
GLW
0.36%
VRTX-img VERTEX PHARMACEUTICALS
VRTX
0.36%
BURL-img BURLINGTON STORES INC
BURL
0.34%
DOV-img DOVER CORP COMMON STOCK
DOV
0.34%
CI-img CIGNA GROUP/THE COMMON
CI
0.33%
AZO-img AUTOZONE INC COMMON
AZO
0.32%
UNP-img UNION PACIFIC CORP
UNP
0.32%
TDG-img TRANSDIGM GROUP INC
TDG
0.31%
SPY.PUT.USD.08.31.2026-img SPY PUT USD 08/31/2026
SPY.PUT.USD.08.31.2026
0.31%
MDT-img MEDTRONIC PLC COMMON
MDT
0.31%
BKNG-img BOOKING HOLDINGS INC
BKNG
0.29%
FDX-img FEDEX CORP COMMON STOCK
FDX
0.29%
KDP-img KEURIG DR PEPPER INC
KDP
0.28%
TMO-img THERMO FISHER SCIENTIFIC
TMO
0.28%
WAT-img WATERS CORP COMMON STOCK
WAT
0.27%
URI-img UNITED RENTALS INC
URI
0.26%
CDNS-img CADENCE DESIGN SYSTEMS
CDNS
0.26%
BSX-img BOSTON SCIENTIFIC CORP
BSX
0.25%
AFRM-img AFFIRM HOLDINGS INC
AFRM
0.25%
NFLX-img NETFLIX INC COMMON STOCK
NFLX
0.24%
ADSK-img AUTODESK INC COMMON
ADSK
0.24%
PPG-img PPG INDUSTRIES INC
PPG
0.24%
MCK-img MCKESSON CORP COMMON
MCK
0.23%
HUM-img HUMANA INC COMMON STOCK
HUM
0.23%
CCL-img CARNIVAL CORP LTD COMMON
CCL
0.22%
LDOS-img LEIDOS HOLDINGS INC
LDOS
0.22%
FIS-img FIDELITY NATIONAL
FIS
0.22%
AMT-img AMERICAN TOWER CORP REIT
AMT
0.22%
SNDK-img SANDISK CORP COMMON
SNDK
0.21%
PGR-img PROGRESSIVE CORP/THE
PGR
0.21%
MAS-img MASCO CORP COMMON STOCK
MAS
0.21%
DASH-img DOORDASH INC COMMON
DASH
0.2%
EXPE-img EXPEDIA GROUP INC COMMON
EXPE
0.2%
HPE-img HEWLETT PACKARD
HPE
0.2%
FANG-img DIAMONDBACK ENERGY INC
FANG
0.2%
AMAT-img APPLIED MATERIALS INC
AMAT
0.2%
EMR-img EMERSON ELECTRIC CO
EMR
0.19%
PANW-img PALO ALTO NETWORKS INC
PANW
0.19%
BX-img BLACKSTONE GROUP INC/THE
BX
0.19%
APO-img APOLLO GLOBAL MANAGEMENT
APO
0.19%
CRWD-img CROWDSTRIKE HOLDINGS INC
CRWD
0.19%
ELS-img EQUITY LIFESTYLE
ELS
0.18%
MO-img ALTRIA GROUP INC COMMON
MO
0.18%
VMC-img VULCAN MATERIALS CO
VMC
0.18%
COR-img CENCORA INC COMMON STOCK
COR
0.18%
TXT-img TEXTRON INC COMMON STOCK
TXT
0.18%
INTU-img INTUIT INC COMMON STOCK
INTU
0.17%
NEM-img NEWMONT CORP COMMON
NEM
0.16%
FTNT-img FORTINET INC COMMON
FTNT
0.15%
MLM-img MARTIN MARIETTA
MLM
0.15%
IR-img INGERSOLL RAND INC
IR
0.15%
EQT-img EQT CORP COMMON STOCK
EQT
0.15%
CTSH-img COGNIZANT TECHNOLOGY
CTSH
0.14%
CHD-img CHURCH & DWIGHT CO INC
CHD
0.14%
TOST-img TOAST INC COMMON STOCK
TOST
0.14%
APP-img APPLOVIN CORP COMMON
APP
0.14%
ACGL-img ARCH CAPITAL GROUP LTD
ACGL
0.13%
ICE-img INTERCONTINENTAL
ICE
0.13%
DAL-img DELTA AIR LINES INC
DAL
0.13%
EME-img EMCOR GROUP INC COMMON
EME
0.11%
OMC-img OMNICOM GROUP INC COMMON
OMC
0.1%
NBIX-img NEUROCRINE BIOSCIENCES
NBIX
0.09%
CIEN-img CIENA CORP COMMON STOCK
CIEN
0.09%
UAL-img UNITED AIRLINES HOLDINGS
UAL
0.08%
SPCX-img SPACE EXPLORATION
SPCX
0.07%
CB-img CHUBB LTD COMMON STOCK
CB
0.07%
FDXF-img FEDEX FREIGHT HOLDING CO
FDXF
0.07%
WMG-img WARNER MUSIC GROUP CORP
WMG
0.07%
LEN-img LENNAR CORP COMMON STOCK
LEN
0.06%
APTIV.PLC.COMMON.STOCK-img APTIV PLC COMMON STOCK
APTIV.PLC.COMMON.STOCK
0.04%
WEX-img WEX INC COMMON STOCK USD
WEX
0.04%
AWK-img AMERICAN WATER WORKS CO
AWK
0.03%
BLL-img BALL CORP COMMON STOCK
BLL
0.03%
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%
SPY.CALL.USD.08.31.2026-img SPY CALL USD 08/31/2026
SPY.CALL.USD.08.31.2026
-0.01%
SPY.CALL.USD.07.31.2026-img SPY CALL USD 07/31/2026
SPY.CALL.USD.07.31.2026
-0.04%
SPY.CALL.USD.09.30.2026-img SPY CALL USD 09/30/2026
SPY.CALL.USD.09.30.2026
-0.12%

Sector breakdown

Sector Weight
Information Technology
37.80%
Financials
11.76%
Consumer discretionary
10.83%
Communication services
9.96%
Health care
9.05%
All Others
20.60%

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 $67.58.

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 $68.4. 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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