NYSEARCA:HELO JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Price, Holdings, & News → The Best AI Stock to Own in the World Today is Trading for Just $25 (From Banyan Hill Publishing) (Ad) Free HELO Stock Alerts $56.54 +0.08 (+0.14%) (As of 05/10/2024 ET) Add Compare Share Share Today's Range$56.45▼$56.6650-Day Range$54.33▼$56.5452-Week Range$48.71▼$56.66Volume90,720 shsAverage Volume136,107 shsMarket Capitalization$612.33 millionAssets Under Management$638.94 millionDividend Yield0.28%Net Expense Ratio0.50% Stock AnalysisStock AnalysisChartHoldingsOwnershipRatingsStock AnalysisChartHoldingsOwnershipRatings Get JPMorgan Hedged Equity Laddered Overlay ETF alerts: Email Address About JPMorgan Hedged Equity Laddered Overlay ETFThe JPMorgan Hedged Equity Laddered Overlay ETF JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund that mostly invests in large cap equity. The fund 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 HELO was launched on Sep 28, 2023 and is issued by JPMorgan Chase.Read More HELO Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart HELO ETF News HeadlinesApril 29, 2024 | seekingalpha.comHELO: A Better Mouse TrapApril 22, 2024 | seekingalpha.comHedged EquityMay 12, 2024 | Banyan Hill Publishing (Ad)READ THIS – If You Missed Out On The AI BoomAdam’s research shows a radical new technology is set to grow 10X faster than the internet … and drastically alter manufacturing, healthcare, agriculture … even energy. Nvidia’s CEO said it will be, “flat out, the biggest [tech] revolution ever.”October 25, 2023 | investing.comJPMorgan introduces new hedged equity ETF amid market uncertaintyOctober 11, 2023 | investing.comJpmorgan Hedged Equity Laddered Overlay (HELO)See More Headlines Receive HELO Stock News and Ratings via Email Sign-up to receive the latest news and ratings for JPMorgan Hedged Equity Laddered Overlay ETF and its competitors with MarketBeat's FREE daily newsletter. Email Address Fund Details IssuerJPMorgan Fund NameJPMorgan Hedged Equity Laddered Overlay ETF Tax ClassificationRegulated Investment Company Stock ExchangeNYSEARCACurrent SymbolNYSEARCA:HELO Inception Date9/28/2023 Fund ManagerHamilton Reiner, Raffaele Zingone WebN/A PhoneN/AFund Focus Asset ClassEquity BenchmarkN/A CategorySize and Style FocusLarge Cap Development LevelDeveloped Markets RegionNorth America Number of Holdings274 Fund Statistics Assets Under Management$638.94 million Average Daily Volume$0.00 Discount/Premium0.00% Administrator, Advisor and Custodian AdministratorJ.P. Morgan Investment Management Inc. AdvisorJ.P. Morgan Investment Management Inc. CustodianJPMorgan Chase Bank, N.A. DistributorJPMorgan Distribution Services, Inc. Transfer AgentJPMorgan Chase Bank, N.A. TrusteeN/A Lead Market MakerJane Street Miscellaneous Outstanding Shares10,830,000Beta0.56 Creation Fee$225.00 10 Best Cheap Stocks to Buy NowMarketBeat just released its list of 10 cheap stocks that have been overlooked by the market and may be seriously undervalued. Click the link below to see which companies made the list.Get This Free Report Ad Banyan Hill PublishingForget AI, Imperium Is Expected to Grow 320,00% in 3 YearsIf you think AI is big, then you have got to check out something I call Imperium… By my calculations, it’s set to grow 320,000% in three years. (You can see my calculations here.)Watch my video for all of the details JPMorgan Hedged Equity Laddered Overlay ETF ExpensesTypeHELOLarge Cap ETFsEquity ETFsNYSEARCA ETFsAll ETFsManagement Fee0.50%0.57%0.54%0.51%0.51%Other Expenses0.00%0.29%0.54%0.64%0.58%Total Expense0.50%0.63%0.70%0.74%0.70%Fee Waiver0.00%-0.19%-0.55%-0.68%-0.57%Net Expense0.50%0.61%0.60%0.58%0.58% JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings & ExposureTop 10 HELO HoldingsMicrosoft(NASDAQ:MSFT)Holding Weight: 7.76%Apple(NASDAQ:AAPL)Holding Weight: 6.23%NVIDIA(NASDAQ:NVDA)Holding Weight: 5.61%Amazon.com(NASDAQ:AMZN)Holding Weight: 4.50%Meta Platforms(NASDAQ:META)Holding Weight: 2.73%Alphabet(NASDAQ:GOOGL)Holding Weight: 2.32%Exxon Mobil(NYSE:XOM)Holding Weight: 1.83%Alphabet(NASDAQ:GOOG)Holding Weight: 1.74%Mastercard(NYSE:MA)Holding Weight: 1.56%Berkshire Hathaway(NYSE:BRK.B)Holding Weight: 1.38%HELO Sector ExposureHELO Industry ExposureFull Holdings Details Similar ETFsInvesco S&P 500 High Beta ETFNYSEARCA:SPHBProShares UltraPro Dow30NYSEARCA:UDOWDay Hagan/Ned Davis Research Smart Sector ETFNYSEARCA:SSUSProShares UltraPro Short S&P 500NYSEARCA:SPXUInvesco S&P 100 Equal Weight ETFNYSEARCA:EQWLInstitutional OwnershipPatten & Patten Inc. TNBought 83,527 shares on 5/11/2024Ownership: 1.546%Resurgent Financial Advisors LLCBought 2,035 shares on 5/11/2024Ownership: 0.038%Osaic Holdings Inc.Bought 100,805 shares on 5/10/2024Ownership: 1.254%Orion Portfolio Solutions LLCBought 76,298 shares on 5/9/2024Ownership: 0.864%Avantax Advisory Services Inc.Bought 3,815 shares on 5/8/2024Ownership: 0.043%View All Institutional Transactions HELO ETF - Frequently Asked Questions How have HELO shares performed in 2024? JPMorgan Hedged Equity Laddered Overlay ETF's stock was trading at $52.88 at the beginning of 2024. Since then, HELO shares have increased by 6.9% and is now trading at $56.54. View the best growth stocks for 2024 here. What does HELO invest in? JPMorgan Hedged Equity Laddered Overlay ETF is a equity fund issued by JPMorgan. HELO focuses on large cap investments. The fund's investments total to approximately $638.94 million assets under management. What stocks does JPMorgan Hedged Equity Laddered Overlay ETF hold? HELO invests in 274 holdings. Some of the stocks in their portfolio include Microsoft (MSFT), Apple (AAPL), NVIDIA (NVDA), Amazon.com (AMZN), Meta Platforms (META), Alphabet (GOOGL), Exxon Mobil (XOM), Alphabet (GOOG), Mastercard (MA) and Berkshire Hathaway (BRK.B). What is the management fee for JPMorgan Hedged Equity Laddered Overlay ETF? JPMorgan Hedged Equity Laddered Overlay ETF's management fee is 0.50% and has no other recorded expenses or fee waivers. The net expense ratio for HELO is 0.50%. Who are JPMorgan Hedged Equity Laddered Overlay ETF's major shareholders? JPMorgan Hedged Equity Laddered Overlay ETF's stock is owned by many different institutional and retail investors. Top institutional investors include Gradient Investments LLC (8.87%), Peterson Wealth Advisors LLC (0.00%), Cambridge Investment Research Advisors Inc. (4.83%), CENTRAL TRUST Co (2.15%), Sugarloaf Wealth Management LLC (1.90%) and Patten & Patten Inc. TN (1.55%). How do I buy shares of JPMorgan Hedged Equity Laddered Overlay ETF? Shares of HELO stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here. This page (NYSEARCA:HELO) was last updated on 5/12/2024 by MarketBeat.com Staff From Our PartnersThe ONE AI Stock to own now. (It’s not Nvidia.)Weiss RatingsTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaShocking: One AI startup's revenue could surge 4,735%Manward Press[Webinar] A Deep Dive into Options Volatility: Skew & Relative ValueOICMissed NVDA? Buy this AI stock NOWChaikin AnalyticsYou need to know these two things about AI stocks ASAP…InvestorPlaceCEO of Biggest AI Chipmaker Just Dropped a Bombshell…Banyan Hill PublishingElon to Transform U.S. Economy? 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