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
$67.76
+0.00%
(+0.00)
AUM $4.02B
Expense 50.00%
52w Low $59.70
98.5% of range
52w High $67.88
50d MA $65.90
200d MA $65.54
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
$65.90
200d MA
$65.54
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…
Sector Exposure
Technology
34.0%
Financial Services
11.9%
Consumer Cyclical
11.7%
Communication Services
10.3%
Healthcare
9.4%
Industrials
8.2%
Energy
4.1%
Consumer Defensive
4.0%
Utilities
2.6%
Basic Materials
1.9%
Real Estate
1.9%