Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)Equity Hedged | Exchange Traded Fund | NYSEArca
67.12 USD
+0.31
(0.464%)
⇧
(April 17, 2026, 4 p.m.
EDT)
After hours: 67.12 Short-term: ★★☆☆☆ | Long-term: ★★★☆☆ | Dividends: ★★★☆☆ |
Hot Take | April 11, 2026, 3:50 p.m. EDT
HELO is a hedged equity ETF that offers a defensive approach to equity exposure, which might appeal to risk-averse investors. The recent price movement shows some volatility, with a slight upward trend over the last few days, but the overall trend remains flat. The dividend yield is moderate, with a consistent payout over the past few years, indicating a reliable income stream. However, the low volume and recent price dips suggest caution. For short-term traders, there might be a potential buying opportunity if the price continues its upward trend, but the overall momentum is weak. Long-term investors may consider this ETF for its defensive nature, but the lack of strong fundamentals and recent performance might make it a mediocre choice. Dividend investors should be aware of the moderate yield, which is not particularly high compared to other safer investments. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.025146 |
| AutoARIMA | 0.033742 |
| AutoETS | 0.033769 |
| MSTL | 0.034126 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 41% |
| H-stat | 35.48 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.146 |
| Excess Kurtosis | -1.09 |
| Attribute | Value |
|---|---|
| Trailing P/E | 27.40 |
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.11% | 0.66% | — | — |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-03-24 | 0.070 | 0.108687 |
| 2025-12-16 | 0.126 | 0.191203 |
| 2025-09-23 | 0.127 | 0.196544 |
| 2025-06-24 | 0.101 | 0.163000 |
| 2025-03-25 | 0.088 | 0.145475 |
| 2024-12-24 | 0.151 | 0.241572 |
| 2024-09-24 | 0.082 | 0.136461 |
| 2024-06-25 | 0.084 | 0.145390 |
| 2024-03-19 | 0.053 | 0.096626 |
| 2023-12-19 | 0.103 | 0.197860 |
| Attribute | Value |
|---|---|
| All Time High | 67.6 |
| All Time Low | 48.705 |
| Ask | 67.15 |
| Ask Size | 100 |
| Average Daily Volume10 Day | 240,100 |
| Average Daily Volume3 Month | 306,788 |
| Average Volume | 306,788 |
| Average Volume10Days | 240,100 |
| Beta3 Year | 0.0 |
| Bid | 67.11 |
| Bid Size | 100 |
| Category | Equity Hedged |
| Crypto Tradeable | 0 |
| Currency | USD |
| Custom Price Alert Confidence | HIGH |
| Day High | 67.29 |
| Day Low | 67.0 |
| Dividend Yield | 0.66 |
| Eps Trailing Twelve Months | 2.4494185 |
| Esg Populated | 0 |
| Exchange | PCX |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 65.7671 |
| Fifty Day Average Change | 1.3529053 |
| Fifty Day Average Change Percent | 0.020571157 |
| Fifty Two Week Change Percent | 15.828705 |
| Fifty Two Week High | 67.6 |
| Fifty Two Week High Change | -0.47999573 |
| Fifty Two Week High Change Percent | -0.0071005286 |
| Fifty Two Week Low | 57.447 |
| Fifty Two Week Low Change | 9.673004 |
| Fifty Two Week Low Change Percent | 0.16838136 |
| Fifty Two Week Range | 57.447 - 67.6 |
| First Trade Date Milliseconds | 1,695,994,200,000 |
| Full Exchange Name | NYSEArca |
| Fund Family | JPMorgan |
| Fund Inception Date | 1,695,859,200 |
| Gmt Off Set Milliseconds | -14,400,000 |
| Has Pre Post Market Data | 1 |
| Language | en-US |
| Legal Type | Exchange Traded Fund |
| Long Business Summary | 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. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies. |
| Long Name | Jpmorgan Hedged Equity Laddered Overlay ETF |
| Market | us_market |
| Market State | CLOSED |
| Max Age | 86,400 |
| Message Board Id | finmb_1846306795 |
| Nav Price | 67.1318 |
| Net Assets | 3,757,633,540.0 |
| Net Expense Ratio | 0.5 |
| Open | 66.96 |
| Phone | (844) 457-6383 |
| Post Market Change | 0.0 |
| Post Market Change Percent | 0.0 |
| Post Market Price | 67.12 |
| Post Market Time | 1,776,464,581 |
| Previous Close | 66.81 |
| Price Hint | 2 |
| Quote Source Name | Delayed Quote |
| Quote Type | ETF |
| Region | US |
| Regular Market Change | 0.310005 |
| Regular Market Change Percent | 0.46401 |
| Regular Market Day High | 67.29 |
| Regular Market Day Low | 67.0 |
| Regular Market Day Range | 67.0 - 67.29 |
| Regular Market Open | 66.96 |
| Regular Market Previous Close | 66.81 |
| Regular Market Price | 67.12 |
| Regular Market Time | 1,776,456,000 |
| Regular Market Volume | 397,188 |
| Short Name | JPMorgan Hedged Equity Laddered |
| Source Interval | 15 |
| Symbol | HELO |
| Total Assets | 3,757,633,536 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing P E | 27.402422 |
| Trailing Peg Ratio | None |
| Trailing Three Month Nav Returns | -3.48914 |
| Trailing Three Month Returns | -3.48914 |
| Triggerable | 1 |
| Two Hundred Day Average | 65.23647 |
| Two Hundred Day Average Change | 1.8835297 |
| Two Hundred Day Average Change Percent | 0.02887234 |
| Type Disp | ETF |
| Volume | 397,188 |
| Yield | 0.0066000004 |
| Ytd Return | -3.48914 |