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JPMorgan Hedged Equity Laddered Overlay ETF

HELO · Equity

$67.68
+0.12%
Assets
n/a
Expense ratio
0.50%
Holdings
160
1Y return
+13.7%
Forward P/E
n/a
Top 10 holdings
+43.0%

Return and risk

1Y total return+13.7%
3Y total returnn/a
5Y total returnn/a
3Y CAGRn/a
5Y CAGRn/a
Beta0.59
RSI68.19

Fund structure

Asset classEquity
Assetsn/a
Holdings160
Expense ratio0.50%
Dividend yield+0.6%
Top 10 holdings+43.0%
Volume262.2K

All ETF indicators

All Time High67.88
All Time High Change-0.41
All Time High Date2026-05-07
All Time Low48.71
All Time Low Change38.79
All Time Low Date2023-10-27
Atr0.35
Beta0.59
Cagr1y13.72
Ch1m3.3
Ch1w0.16
Ch1y12.97
Ch3m0.57
Ch6m2.75
Ch YTD1.76
Close67.6
Dividend Growth4.7
Dividend Growth Years3
Dividend Years4
Dividend Yield0.63
Dps0.42
Ex Div Date2026-03-24
High5267.88
High52ch-0.29
High52 Date2026-05-07
Inception Date2023-09-28
IsinUS46654Q7245
Last Dividend0.07
Low5260.29
Low52ch12.26
Low52 Date2025-05-23
Ma15066.07
Ma150ch2.32
Ma2067.27
Ma20065.6
Ma200ch3.04
Ma20ch0.5
Ma5065.95
Ma50ch2.51
Payment Date2026-03-26
Payout FrequencyQuarterly
Payout Ratio17.59
Price Date2026-05-12
Rsi68.19
Rsi Monthly72.09
Rsi Weekly60.64
Sharpe Ratio1.36
Sortino Ratio2.99
Top10holdings42.95
Tr1m3.3
Tr1y13.71
Tr3m0.67
Tr6m3.06
Tr YTD1.87
HELO ETF profile: assets, fees, returns and holdings | StockMarketAgent.AI