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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 0.62% as of Sep 4, 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
4.75B
Assets
8.56%
1Y return
HELO chart
1M
3M
1Y
5Y
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HELO returns
| YTD | 4.48% |
| 1Y | 8.56% |
| 1Y volatility | 7.30% |
| 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 8.37% | |
Technology 6.53% | |
Technology 6.18% | |
Consumer Cyclical 4.27% | |
Communication Services 3.00% | |
Technology 2.78% | |
Communication Services 2.14% | |
Communication Services 1.94% | |
Technology 1.73% | |
Health care 1.37% |
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