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HELO Stock Price, Chart, Stats & News
JPMorgan Hedged Equity Laddered Overlay ETF
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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a dividend-paying ETF with a current dividend yield of 0.57% as of Oct 23, 2026. It pays $0.3936 per share over the trailing twelve months and distributes quarterly.
HELO chart
HELO returns
| YTD | 5.16% |
| 1Y | 7.47% |
| 3Y | 13.11% |
| 1Y volatility | 7.13% |
| 3Y volatility | 7.72% |
| Sharpe ratio | 1.00 |
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 8.20% | |
Technology 7.12% | |
Technology 6.51% | |
Consumer Cyclical 4.16% | |
Communication Services 3.05% | |
Technology 2.53% | |
Communication Services 2.43% | |
Communication Services 2.18% | |
Technology 1.59% | |
Energy 1.46% |
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