Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)Equity Hedged | Exchange Traded Fund | NYSEArca
68.12 USD
+0.09
(0.132%)
⇧
(July 14, 2026, 9:33 a.m.
EDT)
|
Hot Take ↕ | July 11, 2026, 3:40 a.m. EDT
The instrument is currently trading near its 52-week high, supported by a high-confidence statistical model predicting a modest 2.32% gain over the next 45 days. This technical setup suggests a slight upside lean for the immediate future, making it a reasonable tactical hold for volatility hedging. However, the long-term investment case remains neutral because the price history covers only a single year; there is insufficient multi-year data to assess whether the business quality has sustained growth or if the recent gains are merely a recovery from a deeper trough. Consequently, the long-term rating cannot exceed neutral despite the recent price strength. On the income side, the yield is negligible at roughly 0.6%, which is well below inflation and offers no meaningful income buffer against market drawdowns. |
| Model | MAE |
|---|---|
| MSTL_77_116 ✓ | 0.005223 |
| MSTL_77 | 0.005950 |
| MSTL | 0.007471 |
| AutoARIMA | 0.007648 |
| AutoETS | 0.007648 |
| MSTL_116 | 0.007699 |
| AutoTheta | 0.016478 |
Forecast horizon: 60 days | Selected: MSTL_77_116
| Forecast Reliability | |
|---|---|
| Score | 70% |
| H-stat | 3.53 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.429 |
| Excess Kurtosis | -0.16 |
| Attribute | Value |
|---|---|
| Trailing P/E | 27.13 |
| Last Yield | 1yr Yield | 3yr Avg | 5yr Avg |
|---|---|---|---|
| 0.16% | 0.65% | — | — |
| Date | Dividend | Yield % |
|---|---|---|
| 2026-06-23 | 0.107 | 0.159179 |
| 2026-03-24 | 0.070 | 0.108687 |
| 2025-12-16 | 0.126 | 0.190996 |
| 2025-09-23 | 0.127 | 0.195957 |
| 2025-06-24 | 0.101 | 0.162197 |
| 2025-03-25 | 0.088 | 0.144523 |
| 2024-12-24 | 0.151 | 0.239645 |
| 2024-09-24 | 0.082 | 0.135046 |
| 2024-06-25 | 0.084 | 0.143688 |
| 2024-03-19 | 0.053 | 0.095358 |
| 2023-12-19 | 0.103 | 0.195076 |
| Attribute | Value |
|---|---|
| All Time High | 68.35 |
| All Time Low | 48.705 |
| Ask | 108.81 |
| Ask Size | 100 |
| Average Daily Volume10 Day | 246,320 |
| Average Daily Volume3 Month | 320,254 |
| Average Volume | 320,254 |
| Average Volume10Days | 246,320 |
| Beta3 Year | 0.0 |
| Bid | 0.0 |
| Bid Size | 1,400 |
| Category | Equity Hedged |
| Crypto Tradeable | 0 |
| Currency | USD |
| Custom Price Alert Confidence | HIGH |
| Day High | 68.12 |
| Day Low | 68.0805 |
| Dividend Yield | 0.64 |
| Eps Trailing Twelve Months | 2.5108008 |
| Esg Populated | 0 |
| Exchange | PCX |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 67.67702 |
| Fifty Day Average Change | 0.44298553 |
| Fifty Day Average Change Percent | 0.0065455833 |
| Fifty Two Week Change Percent | 8.003807 |
| Fifty Two Week High | 68.35 |
| Fifty Two Week High Change | -0.22999573 |
| Fifty Two Week High Change Percent | -0.0033649704 |
| Fifty Two Week Low | 62.64 |
| Fifty Two Week Low Change | 5.4800034 |
| Fifty Two Week Low Change Percent | 0.08748409 |
| Fifty Two Week Range | 62.64 - 68.35 |
| 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 | REGULAR |
| Max Age | 86,400 |
| Message Board Id | finmb_1846306795 |
| Nav Price | 68.3186 |
| Net Assets | 3,913,838,590.0 |
| Net Expense Ratio | 0.5 |
| Open | 68.2 |
| Phone | (844) 457-6383 |
| Previous Close | 68.03 |
| Price Hint | 2 |
| Quote Source Name | Nasdaq Real Time Price |
| Quote Type | ETF |
| Region | US |
| Regular Market Change | 0.09000397 |
| Regular Market Change Percent | 0.13237728 |
| Regular Market Day High | 68.12 |
| Regular Market Day Low | 68.0805 |
| Regular Market Day Range | 68.0805 - 68.12 |
| Regular Market Open | 68.2 |
| Regular Market Previous Close | 68.03 |
| Regular Market Price | 68.12 |
| Regular Market Time | 1,784,036,003 |
| Regular Market Volume | 2,365 |
| Short Name | JPMorgan Hedged Equity Laddered |
| Source Interval | 15 |
| Symbol | HELO |
| Total Assets | 3,913,838,592 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing P E | 27.130787 |
| Trailing Peg Ratio | None |
| Trailing Three Month Nav Returns | 5.76386 |
| Trailing Three Month Returns | 5.76386 |
| Triggerable | 1 |
| Two Hundred Day Average | 66.36493 |
| Two Hundred Day Average Change | 1.7550735 |
| Two Hundred Day Average Change Percent | 0.026445799 |
| Type Disp | ETF |
| Volume | 2,365 |
| Yield | 0.0064 |
| Ytd Return | 2.07361 |