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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price & Chart

HELO ETF Chart & Stats

$69.77
At close: 4:00 PM EDT
$67$68$69$703 Aug17 Aug31 Aug14 Sep28 Sep12 Oct26 Oct
Day’s Range
$69.58 - $69.90
52-Week Range
$63.24 - $70.23
Previous Close
$69.52
Volume
231.44K
Average Volume (3M)
296.30K
AUM
4.88B
NAV
69.54
Expense Ratio
0.50%
Holdings Count
147
Beta
0.49
Inception Date
Sep 28, 2023
Shares Outstanding
70,650,000
Standard Deviation
N/A

ETF Overview

JPMorgan Hedged Equity Laddered Overlay ETF

The JPMorgan Hedged Equity Laddered Overlay ETF (Ticker: HELO) is a sophisticated investment vehicle designed for those seeking a strategic approach to equity exposure. This ETF is categorized under Size and Style, emphasizing its focus on large-cap equities while maintaining a broad-based niche. The fund aims to harness the stability and growth potential of large-cap stocks, offering investors a robust foundation in their portfolios. HELO stands out by incorporating a laddered overlay strategy, which provides a hedged approach to equity investment. This method allows the ETF to mitigate downside risk while capitalizing on market opportunities, making it an appealing choice for risk-averse investors seeking moderate growth. By blending traditional large-cap exposure with a hedged strategy, HELO delivers a unique balance of security and potential returns. Investors interested in diversifying their portfolio with large-cap equities, while still managing exposure to market volatility, will find the JPMorgan Hedged Equity Laddered Overlay ETF a compelling option. With its strategic focus and innovative approach, HELO serves as a versatile addition to any investment strategy, aligning with the needs of those looking to optimize risk-adjusted returns in the dynamic financial landscape.

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Fund Flow Chart

FlowsPrice-125M60M244M429M$63$64.88$66.75$68.63Nov '25Jan '26Mar '26May '26Jul '26Sep '26
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) 1 year Net Flows: $1B

HELO ETF FAQ

What was HELO’s price range in the past 12 months?
HELO’s lowest price in the past 12 months was $63.24 and its highest was $70.23.
What is the AUM of HELO?
As of Oct 27, 2026, the AUM of HELO is $4.88B.
Is HELO overvalued?
Based on Wall Street analyst price targets for HELO’s holdings, HELO’s price is currently undervalued.
Does HELO pay dividends?
Yes. HELO pays dividends quarterly. Its most recent dividend was $0.09 per share, and its annual dividend yield is 0.56%. See more information on HELO dividends here.
How many shares outstanding does HELO have?
HELO has 70,650,000 shares outstanding.