Sign in
HELO Stock Price, Chart, Stats & News
JPMorgan Hedged Equity Laddered Overlay ETF
Save
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a dividend-paying ETF with a current dividend yield of 0.61% as of Aug 14, 2026. It pays $0.4300 per share over the trailing twelve months and distributes quarterly.
Equity Hedged
Category
0.61%
Dividend yield
$0.4300
0.50%
Expense ratio
4.74B
Assets
11.26%
1Y return
HELO chart
1M
3M
1Y
5Y
Loading chart...
HELO returns
| YTD | 5.44% |
| 1Y | 11.26% |
| 1Y volatility | 7.28% |
| 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 8.14% | |
Technology 6.26% | |
Technology 6.07% | |
Consumer Cyclical 4.51% | |
Technology 3.12% | |
Communication Services 3.12% | |
Communication Services 2.24% | |
Communication Services 1.99% | |
Technology 1.58% | |
Energy 1.30% |
Related lists
Similar securities
Based on sector and market capitalization
Report issue