Sign in
HELO Stock Price, Chart, Stats & News
JPMorgan Hedged Equity Laddered Overlay ETF
Save
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a dividend-paying ETF with a current dividend yield of 0.62% as of Aug 21, 2026. It pays $0.4300 per share over the trailing twelve months and distributes quarterly.
Equity Hedged
Category
0.62%
Dividend yield
$0.4300
0.50%
Expense ratio
4.78B
Assets
9.43%
1Y return
HELO chart
1M
3M
1Y
5Y
Loading chart...
HELO returns
| YTD | 5.07% |
| 1Y | 9.43% |
| 1Y volatility | 7.28% |
| 3Y volatility | 0.00% |
| Sharpe ratio | 0.00 |
About
The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.
Top 10 HELO holdings
| Holding | Ownership |
|---|---|
Technology 8.38% | |
Technology 6.19% | |
Technology 5.92% | |
Consumer Cyclical 4.24% | |
Communication Services 3.00% | |
Technology 2.89% | |
Communication Services 2.15% | |
Communication Services 1.96% | |
Technology 1.78% | |
Energy 1.29% |
Related lists
Similar securities
Based on sector and market capitalization
Report issue