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Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) ETF Overview

Name: Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) price history and fund statistics
Creator: TickerBase
License: https://creativecommons.org/licenses/by/4.0/

Price history, fund statistics and profile — an exchange-traded fund.

Exchange-Traded Funds · Equity Hedged · DATA UPDATED 2026-08-31

Jpmorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund managed by JPMorgan in the "Equity Hedged" category. It manages roughly $5 billion in assets.

The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities.

Interactive chart & fund stats →

HELO Fund Statistics

Expense ratio	0.50%
Trailing yield	0.63%
Assets under management	$5 billion
Fund category	Equity Hedged
Fund family	JPMorgan
Inception	2023-09-28

The live price chart, fund profile and news are in the interactive HELO viewer.

Other Companies in Equity Hedged

ACIO · Aptus Collared Investment Opportunity ETF — $2 billion
SFLR · Innovator Equity Managed Floor ETF — $2 billion
FHEQ · Fidelity Hedged Equity ETF — $929 million
CAOS · Alpha Architect Tail Risk ETF — $719 million
HEGD · Swan Hedged Equity US Large Cap ETF — $717 million
SIXH · ETC 6 Meridian Hedged Equity-Index Option Strategy ETF — $570 million
QFLR · Innovator Nasdaq-100 Managed Floor ETF — $524 million
NBOS · Neuberger Option Strategy ETF — $489 million

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