Market Cap: 7.69T Total Funds: 1980 Increased Funds: 1222 Decreased Funds: 746

JPMorgan Hedged Equity Laddered Overlay ETF


JPMorgan Chase & Co. HELO ETF
HELO Price$67.1 Market Cap$3.67B
Annual Dividend Yield0.66% Annual Dividend$0.44
Yearly Management Fee0.50% Asset ClassEquity
FocusLarge cap CategorySize And Style, Large Cap
NicheBroad-based Last 24h Volume$377.08K
Portfolio Management Company
JPMorgan Chase & Co.
Discount/Premium to NAV0.04%
Inception DateSep 28, 2023 Market Cap Rank439
Monthly AUM Growth3.45% Holdings RegionNorth America
Management StyleActive LeverageNon-Leveraged
JPMorgan Hedged Equity Laddered Overlay ETF is an ETF issued by JPMorgan Chase & Co. on Sep 28 2023. The main focus of this ETF, which is in the "Equity" asset class, is determined as "Large cap". As of today, the price of HELO ETF according to its net asset value is premiumed at 0.04%. While the total value of the fund shows $122.3M increase compared to the previous month, its price is traded daily at a increase of 0.39%. The annual dividend yield of HELO ETF is 0.66%, whereas its main asset area is North America. HELO ETF, whose 24-hour total volume is $377.08K, has experienced a $89.86M cash inflow in the last month. In addition, JPMorgan Hedged Equity Laddered Overlay ETF's one-year net asset value total return is 8.05%.

HELO ETF Returns

Daily Weekly Monthly 3 Mo 6 Mo YTD Yearly
0.39% 0.68% 1.47% 3.07% 6.52% 0.68% 7.77%

HELO ETF NAV Total Return

Monthly 3 Mo YTD Yearly 3 Years 5 Years
1.07% 2.85% 0.66% 8.05% 8.77% 8.77%

HELO ETF Price Chart

HELO ETF Fund Flows Chart

HELO ETF Market Cap Chart

HELO ETF NAV Growth Chart

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