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 | $65.25 | |||
| Company Info | HELO - NYSE Arca | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Hamilton Reiner (2), Raffaele Zingone (2), Matthew P Bensen (0), 1 other | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Phone Number | 800-480-4111 | |||
| 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 | 0.72% | |||
| Dividend | HELO - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.26% | |||
| Asset Allocation | HELO - NYSE Arca | Click to Compare |
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| Cash | 1.52% | |||
| Stock | 98.48% | |||
| U.S. Stock | 97.78% | |||
| Non-U.S. Stock | 0.70% | |||
| 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 | 1.61% | |||
| 30-Day Total Return | 0.72% | |||
| 60-Day Total Return | 2.16% | |||
| 90-Day Total Return | 3.36% | |||
| Year to Date Total Return | 6.04% | |||
| 1-Year Total Return | 6.23% | |||
| 2-Year Total Return | 31.79% | |||
| 3-Year Total Return | -- | |||
| 5-Year Total Return | -- | |||
| Price | HELO - NYSE Arca | Click to Compare |
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| Closing Price | $64.91 | |||
| 1-Month Low Price | $64.28 | |||
| 1-Month High Price | $65.16 | |||
| 52-Week Low Price | $56.68 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $65.16 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| NAV | HELO - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $64.23 | |||
| 1-Month High NAV | $65.12 | |||
| 52-Week Low NAV | $56.68 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $65.12 | |||
| 52-Week High Price (Date) | Sep 22, 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 | 3.40B | |||
| 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 | -- | |||