U
Jpmorgan Hedged Equity Laddered Overlay ETF HELO
NYSE Arca
Recommendation
--
Closing Price
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings HELO - NYSE Arca Click to
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Rating U
Reward Index Unrated
Reward Grade U
Risk Index Unrated
Risk Grade U
Valuation HELO - NYSE Arca Click to
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Price $62.75
Company Info HELO - NYSE Arca Click to
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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
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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
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Dividend Yield 0.67%
Dividend HELO - NYSE Arca Click to
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Dividend Yield (Forward) 1.37%
Asset Allocation HELO - NYSE Arca Click to
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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
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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
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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
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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
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Beta --
Standard Deviation --
Balance Sheet HELO - NYSE Arca Click to
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Total Assets 3.29B
Operating Ratios HELO - NYSE Arca Click to
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Expense Ratio 0.50%
Turnover Ratio 30.00%
Performance HELO - NYSE Arca Click to
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Last Bull Market Total Return 14.92%
Last Bear Market Total Return --