Jpmorgan Hedged Equity Laddered Overlay ETF
HELO
NYSE Arca
Weiss Ratings | HELO - NYSE Arca | Click to Compare |
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Rating | ||||
Reward Index | Unrated | |||
Reward Grade | U | |||
Risk Index | Unrated | |||
Risk Grade | U | |||
Valuation | HELO - NYSE Arca | Click to Compare |
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Price | $62.75 | |||
Company Info | HELO - NYSE Arca | Click to Compare |
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Provider | JPMorgan | |||
Manager/Tenure (Years) | Hamilton Reiner (1), Raffaele Zingone (1), Matthew P Bensen (0), 1 other | |||
Website | -- | |||
Phone Number | -- | |||
Fund Information | HELO - NYSE Arca | Click to Compare |
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Fund Name | Jpmorgan Hedged Equity Laddered Overlay ETF | |||
Category | Equity Hedged | |||
Sub-Category | Options Trading | |||
Prospectus Objective | Growth | |||
Inception Date | Sep 28, 2023 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | HELO - NYSE Arca | Click to Compare |
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Dividend Yield | 0.67% | |||
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Dividend Yield (Forward) | 1.37% | |||
Asset Allocation | HELO - NYSE Arca | Click to Compare |
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Cash | 0.55% | |||
Stock | 99.45% | |||
U.S. Stock | 98.17% | |||
Non-U.S. Stock | 1.28% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | HELO - NYSE Arca | Click to Compare |
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7-Day Total Return | -1.03% | |||
30-Day Total Return | -0.04% | |||
60-Day Total Return | 2.47% | |||
90-Day Total Return | 4.75% | |||
Year to Date Total Return | 1.78% | |||
1-Year Total Return | 9.09% | |||
2-Year Total Return | -- | |||
3-Year Total Return | -- | |||
5-Year Total Return | -- | |||
Price | HELO - NYSE Arca | Click to Compare |
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Closing Price | $62.75 | |||
1-Month Low Price | $62.75 | |||
1-Month High Price | $63.45 | |||
52-Week Low Price | $56.68 | |||
52-Week Low Price (Date) | Apr 08, 2025 | |||
52-Week High Price | $63.70 | |||
52-Week High Price (Date) | Feb 19, 2025 | |||
NAV | HELO - NYSE Arca | Click to Compare |
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1-Month Low NAV | $62.76 | |||
1-Month High NAV | $63.47 | |||
52-Week Low NAV | $56.68 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $63.68 | |||
52-Week High Price (Date) | Feb 19, 2025 | |||
Beta / Standard Deviation | HELO - NYSE Arca | Click to Compare |
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Beta | -- | |||
Standard Deviation | -- | |||
Balance Sheet | HELO - NYSE Arca | Click to Compare |
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Total Assets | 3.29B | |||
Operating Ratios | HELO - NYSE Arca | Click to Compare |
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Expense Ratio | 0.50% | |||
Turnover Ratio | 30.00% | |||
Performance | HELO - NYSE Arca | Click to Compare |
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Last Bull Market Total Return | 14.92% | |||
Last Bear Market Total Return | -- | |||