JPMorgan Hedged Equity Laddered Overlay ETF (HELO): ETF
ETF traded on ARCX under symbol HELO. Quoted in usd.
JPMorgan Hedged Equity Laddered Overlay ETF
+0.39%$69.52
Pre-Market$69.80+0.40%
ARCX:HELOUS Equity
AUM $4.9B·YTD --·Yield --
ARCX:HELO$69.52+0.39%AUM $4.9BAbout HELO
The Fund seeks to provide capital appreciation. 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 US companies.
Largest holdings
- NVDA NVIDIA CORP COMMON STOCK8.30%
- AAPL APPLE INC COMMON STOCK7.19%
- MSFT MICROSOFT CORP COMMON6.61%
- AMZN AMAZON.COM INC COMMON4.17%
- GOOGL ALPHABET INC-CL A -2.86%
- AVGO BROADCOM INC COMMON2.55%
- META META PLATFORMS INC2.18%
- JPMORGAN PRIME MONEY2.13%
- GOOG ALPHABET INC-CL C -2.05%
- MU MICRON TECHNOLOGY INC1.65%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
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Total Invested
$70,000
Final Portfolio
$110,086
Total Return
+$40,086
(+57.3%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$4.90B
NAV$69.54
Premium/Discount-0.03%
Expense Ratio0.50%
Market Cap--
Shares Outstanding--
Inception DateSep. 28, 2023
Fund Details
IssuerJ.P. Morgan
Asset ClassUS Equity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$63.24$70.23
Current: $69.52
Volume
Volume228.03K
Avg Volume350.78K
Vol/Avg0.65x
30d
309.44K
60d
303.57K
90d
298.06K
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