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HELO
(NYSEARCA)
JPMorgan Hedged Equity Laddered Overlay ETF
$69.72-- (--)
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HELO ETF: JPMorgan Hedged Equity Laddered Overlay ETF - Price, Holdings & Analysis

JPMorgan Hedged Equity Laddered Overlay ETF Price Chart

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Financial Metrics & Key Statistics

Fund characteristics, expense ratio, dividend yield, and performance metrics

Day's Range$69.63 - $69.87
52-Week High$70.23
52-Week Low$63.24
Open$69.86
Volume187.12K
Average Volume (3M)280.09K
Assets (AUM)4.55B
Expense Ratio0.50%
Total Holdings163
Inception DateSep 28, 2023
1 Day Change-0.17%
1 Month Change-0.20%
6 Month Change5.81%
YTD Change4.94%
1 Year Change8.19%
52-Week Change8.40%
50-Day MA$68.72
200-Day MA$67.10
RSI57.36
Stochastic %K64.90
Stochastic %D55.64
Annual Dividend$0.43
Dividend Yield0.62%
Last Dividend Ex-DateJun 25, 2027
Dividend Growth YoY1.90%
Years Dividend Growth2

Frequently Asked Questions About JPMorgan Hedged Equity Laddered Overlay ETF

What is the current price of HELO?

The latest HELO price is $69.72. The 52-week range is $63.24–$70.23. HELO has returned 8.4% over the past 52 weeks.

What is the expense ratio for HELO?

HELO's annual expense ratio is 0.50%. This represents the yearly cost of holding the fund, deducted from total returns. Compare with similar Equity ETFs in the ETF Screener.

Does HELO pay dividends?

Yes, HELO pays a 0.62% dividend yield. The last ex-dividend date was 2027-06-25. View full dividend history in the Dividends section.

What are the top holdings of HELO?

HELO's largest holdings are NVIDIA Corporation (8.2%), Apple Inc. (7.2%), Microsoft Corporation (4.9%) (combined weight: 20.2%). The fund holds 163 total positions. View the complete portfolio breakdown in the Holdings section.

How does HELO compare to similar ETFs?

Compare HELO (0.50% expense ratio, $4.55B AUM) against similar Equity ETFs using the ETF Screener. Filter by expense ratio, dividend yield, and performance to find alternatives.