JPMorgan Hedged Equity Laddered Overlay ETF
ETFYour view on HELO
JPMorgan Hedged Equity Laddered Overlay ETF
ETFJ.P. MorganSentiment
AUM (USD)
$4.74B
Expense Ratio
0.5%
Holdings
153
Sentiment
Overview for JPMorgan Hedged Equity Laddered Overlay ETF
- Fund Type
- ETF
- Fund Issuer
- J.P. Morgan
- Asset Class
- US Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- September 28, 2023
- Domicile
- US
- Fund Type
- ETF
- Fund Issuer
- J.P. Morgan
- Asset Class
- US Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- September 28, 2023
- Domicile
- US
- Fund Type
- ETF
- Fund Issuer
- J.P. Morgan
- Asset Class
- US Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- September 28, 2023
- Domicile
- US
About this fund
HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and m…
HELO Stock Price
Key Facts
US EquityExpense Ratio
0.5%
AUM
$4.74B
Fund Details
Expense Ratio
0.5%
Assets Under Management
$4.74B
NAV
$69.82 USD
Holdings
153
Average Volume
312.8K
Inception Date
September 28, 2023
Asset Class
US Equity
Fund Issuer
J.P. Morgan
Domicile
US
ISIN
US46654Q7245
CUSIP
46654Q724
NAV Currency
USD
Expense Ratio
0.5%
Assets Under Management
$4.74B
NAV
$69.82 USD
Holdings
153
Average Volume
312.8K
Inception Date
September 28, 2023
Asset Class
US Equity
Fund Issuer
J.P. Morgan
Domicile
US
ISIN
US46654Q7245
CUSIP
46654Q724
NAV Currency
USD
Latest headlines and company announcements for this company. Press releases and market coverage, newest first.
News
this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.