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Jpmorgan hedged equity laddered overlay etf share price

HELO

PCQ

$69.47

-$0.22

(-0.32%)

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.

188.38K

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).

0.63%

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.

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).

$63.14 L

$70.23 H

$69.47

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	0.25%	0.77%
1-Month Return	1.49%	3%
3-Month Return	2.04%	1.43%
6-Month Return	4.2%	12.03%
1-Year Return	8.5%	20.13%
3-Year Return	39.38%	70.9%

Time Frame	HELO	S&P500
1-Week Return	13.90%	49.18%
1-Month Return	19.72%	43.28%
3-Month Return	8.53%	5.93%
6-Month Return	8.70%	25.90%
1-Year Return	8.50%	20.13%
3-Year Return	11.70%	19.56%

Largest holdings

Stock name	Ticker	Weight
NVIDIA CORP COMMON STOCK	NVDA	8.76%
APPLE INC COMMON STOCK	AAPL	6.57%
MICROSOFT CORP COMMON	MSFT	6.22%
AMAZON.COM INC COMMON	AMZN	4.27%
ALPHABET INC-CL A -	GOOGL	3.05%
BROADCOM INC COMMON	AVGO	2.82%
JPMORGAN PRIME MONEY	JPMORGAN.PRIME.MONEY	2.38%
ALPHABET INC-CL C -	GOOG	2.19%
META PLATFORMS INC	META	1.96%
MICRON TECHNOLOGY INC	MU	1.72%
JOHNSON & COMMON	JNJ	1.36%
EXXONMOBIL HOLDINGS CORP	XOM	1.31%
MASTERCARD INC COMMON	MA	1.27%
ADVANCED MICRO DEVICES	AMD	1.22%
BERKSHIRE HATHAWAY INC	BRK.B	1.2%
TESLA INC COMMON STOCK	TSLA	1.19%
ELI LILLY AND COMPANY	LLY	1.17%
LAM RESEARCH CORP COMMON	LRCX	1.13%
ABBVIE INC COMMON STOCK	ABBV	1.09%
RTX CORP	RTX	1.05%
BANK OF AMERICA CORP	BAC	0.99%
VISA INC COMMON STOCK	V	0.96%
TRANE TECHNOLOGIES PLC	TRANE.TECHNOLOGIES.PLC	0.88%
3M CO COMMON STOCK USD	MMM	0.87%
AT&T INC COMMON STOCK	T	0.84%
PEPSICO INC COMMON STOCK	PEP	0.82%
HOWMET AEROSPACE INC	HWM	0.81%
NEXTERA ENERGY INC	NEE	0.8%
WELLS FARGO & CO COMMON	WFC	0.77%
LOWE'S COS INC COMMON	LOW	0.74%
CHARLES SCHWAB CORP/THE	SCHW	0.72%
PHILIP MORRIS	PM	0.72%
EOG RESOURCES INC COMMON	EOG	0.72%
CITIGROUP INC COMMON	C	0.71%
UNITEDHEALTH GROUP INC	UNH	0.68%
AON PLC COMMON STOCK USD	AON	0.67%
AMPHENOL CORP COMMON	APH	0.64%
ECOLAB INC COMMON STOCK	ECL	0.64%
MCDONALD'S CORP COMMON	MCD	0.63%
SEAGATE TECHNOLOGY	STX	0.62%
BRISTOL-MYERS SQUIBB CO	BMY	0.6%
STRYKER CORP COMMON	SYK	0.59%
US BANCORP COMMON STOCK	USB	0.59%
DEERE & CO COMMON STOCK	DE	0.58%
TEXAS INSTRUMENTS INC	TXN	0.58%
ORACLE CORP COMMON STOCK	ORCL	0.58%
MORGAN STANLEY DEAN	MS	0.56%
PALANTIR TECHNOLOGIES	PLTR	0.56%
ARTHUR J GALLAGHER & CO	AJG	0.56%
WALMART INC COMMON STOCK	WMT	0.54%
MONDELEZ INTERNATIONAL	MDLZ	0.54%
NXP SEMICONDUCTORS NV	NXPI	0.53%
VENTAS INC REIT USD 0.25	VTR	0.52%
ACCENTURE PLC COMMON	ACN	0.51%
VERTIV HOLDINGS CO	VRT	0.5%
REGENERON	REGN	0.5%
EQUINIX INC REIT USD	EQIX	0.49%
ROSS STORES INC COMMON	ROST	0.49%
ARISTA NETWORKS INC	ANET	0.49%
ANALOG DEVICES INC	ADI	0.48%
CONOCOPHILLIPS COMMON	COP	0.47%
INTEL CORP COMMON STOCK	INTC	0.46%
THE WALT DISNEY COMPANY	DIS	0.46%
CHIPOTLE MEXICAN GRILL	CMG	0.46%
WESTERN DIGITAL CORP	WDC	0.46%
CORPAY INC	CPAY	0.45%
EATON CORP PLC COMMON	ETN	0.45%
CAPITAL ONE FINANCIAL	COF	0.44%
NETFLIX INC COMMON STOCK	NFLX	0.43%
HILTON WORLDWIDE	HLT	0.43%
SEMPRA COMMON STOCK USD	SRE	0.4%
VERTEX PHARMACEUTICALS	VRTX	0.4%
EDWARDS LIFESCIENCES	EW	0.39%
BAKER HUGHES CO COMMON	BKR	0.39%
ENTERGY CORP COMMON	ETR	0.38%
FIFTH THIRD BANCORP	FITB	0.38%
YUM BRANDS INC COMMON	YUM	0.37%
THERMO FISHER SCIENTIFIC	TMO	0.36%
THE SOUTHERN COMPANY	SO	0.35%
LINDE PLC COMMON STOCK	LIN	0.34%
CORNING INC COMMON STOCK	GLW	0.34%
GE VERNOVA INC COMMON	GEV	0.33%
DOVER CORP COMMON STOCK	DOV	0.33%
WELLTOWER INC	WELL	0.33%
BOOKING HOLDINGS INC	BKNG	0.33%
MEDTRONIC PLC COMMON	MDT	0.33%
AUTOZONE INC COMMON	AZO	0.32%
CIGNA GROUP/THE COMMON	CI	0.31%
UNION PACIFIC CORP	UNP	0.31%
AUTODESK INC COMMON	ADSK	0.31%
KEURIG DR PEPPER INC	KDP	0.29%
FEDEX CORP COMMON STOCK	FDX	0.29%
HEWLETT PACKARD	HPE	0.29%
WATERS CORP COMMON STOCK	WAT	0.29%
BURLINGTON STORES INC	BURL	0.28%
AFFIRM HOLDINGS INC	AFRM	0.28%
LEIDOS HOLDINGS INC	LDOS	0.27%
PALO ALTO NETWORKS INC	PANW	0.27%
DOORDASH INC COMMON	DASH	0.27%
BOSTON SCIENTIFIC CORP	BSX	0.26%
CADENCE DESIGN SYSTEMS	CDNS	0.26%
AMERICAN EXPRESS CO	AXP	0.26%
EXPEDIA GROUP INC COMMON	EXPE	0.24%
UNITED RENTALS INC	URI	0.23%
PPG INDUSTRIES INC	PPG	0.23%
PROGRESSIVE CORP/THE	PGR	0.22%
CROWDSTRIKE HOLDINGS INC	CRWD	0.22%
FIDELITY NATIONAL	FIS	0.22%
AMERICAN TOWER CORP REIT	AMT	0.22%
HUMANA INC COMMON STOCK	HUM	0.22%
CARNIVAL CORP LTD COMMON	CCL	0.21%
NEWMONT CORP COMMON	NEM	0.21%
SERVICENOW INC COMMON	NOW	0.21%
MCKESSON CORP COMMON	MCK	0.21%
APPLIED MATERIALS INC	AMAT	0.21%
APOLLO GLOBAL MANAGEMENT	APO	0.2%
BLACKSTONE GROUP INC/THE	BX	0.2%
INTUIT INC COMMON STOCK	INTU	0.2%
SNOWFLAKE INC COMMON	SNOW	0.2%
COGNIZANT TECHNOLOGY	CTSH	0.2%
FORTINET INC COMMON	FTNT	0.2%
SANDISK CORP COMMON	SNDK	0.19%
DIAMONDBACK ENERGY INC	FANG	0.19%
CENCORA INC COMMON STOCK	COR	0.18%
VULCAN MATERIALS CO	VMC	0.17%
INTERCONTINENTAL	ICE	0.17%
EQUITY LIFESTYLE	ELS	0.17%
ALTRIA GROUP INC COMMON	MO	0.17%
TOAST INC COMMON STOCK	TOST	0.16%
MASCO CORP COMMON STOCK	MAS	0.16%
CHUBB LTD COMMON STOCK	CB	0.16%
TEXTRON INC COMMON STOCK	TXT	0.15%
TRANSDIGM GROUP INC	TDG	0.14%
MARTIN MARIETTA	MLM	0.14%
CHURCH & DWIGHT CO INC	CHD	0.14%
INGERSOLL RAND INC	IR	0.13%
SPY PUT USD 10/30/2026	SPY.PUT.USD.10.30.2026	0.13%
ARCH CAPITAL GROUP LTD	ACGL	0.12%
DELTA AIR LINES INC	DAL	0.12%
OMNICOM GROUP INC COMMON	OMC	0.11%
DEVON ENERGY CORP COMMON	DVN	0.11%
EMCOR GROUP INC COMMON	EME	0.11%
APPLOVIN CORP COMMON	APP	0.1%
NEUROCRINE BIOSCIENCES	NBIX	0.1%
CIENA CORP COMMON STOCK	CIEN	0.09%
EQT CORP COMMON STOCK	EQT	0.07%
WARNER MUSIC GROUP CORP	WMG	0.07%
LENNAR CORP COMMON STOCK	LEN	0.06%
UNITED AIRLINES HOLDINGS	UAL	0.06%
FEDEX FREIGHT HOLDING CO	FDXF	0.06%
CUMMINS INC COMMON STOCK	CMI	0.05%
SPY PUT USD 09/30/2026	SPY.PUT.USD.09.30.2026	0.05%
WEX INC COMMON STOCK USD	WEX	0.04%
SPACE EXPLORATION	SPCX	0.04%
LENNOX INTERNATIONAL INC	LII	0.04%
AMERICAN WATER WORKS CO	AWK	0.03%
BALL CORP COMMON STOCK	BLL	0.02%
APTIV PLC COMMON STOCK	APTIV.PLC.COMMON.STOCK	0.01%
SPY PUT USD 08/31/2026	SPY.PUT.USD.08.31.2026	0%
SPY CALL USD 08/31/2026	SPY.CALL.USD.08.31.2026	0%
CASH	CASH	-0.1%
SPY CALL USD 09/30/2026	SPY.CALL.USD.09.30.2026	-0.2%
SPY CALL USD 10/30/2026	SPY.CALL.USD.10.30.2026	-0.54%

Sector breakdown

Sector	Weight
Information Technology	39.39%
Financials	11.62%
Consumer discretionary	10.52%
Communication services	9.38%
Health care	9.20%
All Others	19.89%

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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 $69.47.

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 $70.23. The 52-week low price of Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is $63.14.

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.