# JPMorgan Hedged Equity Laddered Overlay ETF (HELO) — Overview

HELO · NYSE · Fund

Canonical page: https://www.lighthorse.io/tickers/helo

## Price

Last close $69.67 on Oct 15, 2026. 52-week range $63.33 – $70.15.

## 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.

| Metric | Value |
| --- | --- |
| Issuer | J.P. Morgan Investment Management Inc. |
| Industry | — |
| Inception | Sep 28, 2023 |
| Assets under management | $4.9B |
| Expense ratio | 0.50% |
| Net asset value | $69.41 (as of Oct 14, 2026) |
| Distributions | Quarterly |
| Leverage | 1x |

## Frequently Asked Questions

### 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 $4.9B 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 at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).