JPMorgan Hedged Equity Laddered Overlay ETF (HELO) price, chart and fund profile

Price chart

Fund profile

HELO actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies.

Issuer

J.P. Morgan Investment Management Inc.

Industry

—

Inception

Sep 28, 2023

Assets under management

$4.8B

Expense ratio

0.50%

Net asset value

$69.66

NAV as of

Aug 28, 2026

Distributions

Quarterly

Leverage

1×

Fund page

am.jpmorgan.com↗

• What is JPMorgan Hedged Equity Laddered Overlay ETF (HELO)?

  HELO actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies.

• What is HELO's expense ratio?

  JPMorgan Hedged Equity Laddered Overlay ETF charges an annual expense ratio of 0.50%. The fund is issued by J.P. Morgan Investment Management Inc..

• How large is HELO?

  JPMorgan Hedged Equity Laddered Overlay ETF manages $4.8B in assets and has traded since Sep 28, 2023.

• How do I buy shares of JPMorgan Hedged Equity Laddered Overlay ETF (HELO)?

  HELO trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web dashboard at portal.lighthorse.io, the trading API, or an AI agent connected over MCP. The trade panel on this page places the order once you are signed in.