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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 Nov 11, 2026. It pays $0.3936 per share over the trailing twelve months and distributes quarterly.
Long/Short & Market Neutral
Category
0.57%
Dividend yield
$0.3936
0.50%
Expense ratio
4.79B
Assets
4.99%
1Y return
HELO chart
HELO returns
| YTD | 2.76% |
| 1Y | 4.99% |
| 3Y | 10.63% |
| 1Y volatility | 7.23% |
| 3Y volatility | 7.47% |
| Sharpe ratio | 1.10 |
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 7.28% | |
Technology 7.26% | |
Technology 6.68% | |
Consumer Cyclical 4.43% | |
Communication Services 2.61% | |
Technology 2.31% | |
Communication Services 2.16% | |
Communication Services 1.88% | |
Health care 1.52% | |
Financial Services 1.44% |
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