J.P. Morgan Exchange-Traded Fun
Save
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.
Biggest holdings
Technology
6.97%
Technology
6.66%
Technology
5.96%
Consumer Cyclical
4.19%
Communication Services
3.16%
Communication Services
2.07%
Financial Services
1.8%
Technology
1.7%
Financial Services
1.69%
Energy
1.5%
Similar securities
Based on sector and market capitalization
Report issue