HELO
JPMorgan Hedged Equity Laddered Overlay ETF Equity
J.P. Morgan
·Est. 2023
·US
·
am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-hedged-equity-laddered-overlay-etf-etf-shares-46654q724
·
← All ETFs
$69.58
+0.35%
(+0.24)
AUM $4.02B
Expense 50.00%
52w Low $63.24
90.7% of range
52w High $70.23
50d MA $69.07
200d MA $67.33
NAV
$67.52
AUM
$4.02B
Expense
50.00%
Holdings
170
Avg Volume
500K
Inception
Sep 28, 2023
Issuer
J.P. Morgan
Exchange
—
Domicile
US
ISIN
US46654Q7245
50d MA
$69.07
200d MA
$67.33
About
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 may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide exp…