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Holding HELO?
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HELO Price & Analysis
HELO ETF Chart & Stats
Day’s Range― - ―
52-Week Range$48.56 - $56.08
Previous Close$55.45
VolumeN/A
Average Volume (3M)134.40K
AUM523.40M
NAV55.43
Expense Ratio0.50%
Holdings Count173
Beta0.60
Inception DateSep 29, 2023
Last Dividend Ex-Date
Mar 19, 2024Dividend Yield
0.15 (―)Shares OutstandingN/A
Standard Deviation0.02
10 Day Avg. Volume150,200
30 Day Avg. Volume134,402
Alpha0.00009
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Fund Flow Chart
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) 1 year Net Flows: $484M
HELO ETF News
HELO ETF FAQ
What was HELO’s price range in the past 12 months?
HELO lowest ETF price was $48.56 and its highest was $56.08 in the past 12 months.
What is the AUM of HELO?
As of Apr 26, 2024 The AUM of HELO is 523.40M.
Is HELO overvalued?
According to Wall Street analysts HELO’s price is currently Undervalued.
Does HELO pay dividends?
HELO pays a Annually dividend of $0.05 which represents an annual dividend yield of N/A. See more information on HELO dividends here
How many shares outstanding does HELO have?
Currently, no data Available
Which hedge fund is a major shareholder of HELO?
Currently, no hedge funds are holding shares in HELO
HELO ETF Smart Score
Outperform
1
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10
Learn more about TipRanks Smart Score
For ETFs, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the ETF's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual ETF ticker.
Top 10 Holdings
Microsoft
7.90%
Apple Inc
5.74%
Nvidia Corporation
4.95%
Amazon.Com, Inc.
4.38%
Meta Platforms, Inc.
2.84%
Alphabet Inc. Class A
2.21%
Exxon Mobil Corp.
1.82%
Alphabet Inc. Class C
1.66%
Mastercard Inc
1.64%
Berkshire Hathaway B
1.44%
Total34.58%
ETF Description
JPMorgan Hedged Equity Laddered Overlay ETF
HELO actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies.