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HELO Stock Price, Chart, Stats & News

JPMorgan Hedged Equity Laddered Overlay ETF
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Equity Hedged
Category
0.62%
Dividend yield
0.50%
Expense ratio
4.07B
Assets
11.66%
1Y return

HELO chart

1M
3M
1Y
5Y
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HELO returns

YTD
2.52%
1Y
11.66%
1Y volatility7.30%
3Y volatility0.00%
Sharpe ratio0.00

About

HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide exposure to the S&P 500 Index.

Top 10 HELO holdings

HoldingOwnership
Technology
7.60%
Technology
6.30%
Technology
5.18%
Consumer Cyclical
4.21%
Communication Services
3.18%
Technology
3.17%
Communication Services
2.10%
Communication Services
2.07%
Technology
1.78%
Consumer Cyclical
1.48%

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