Jpmorgan Hedged Equity Laddered Overlay ETF (HELO)Equity Hedged | Exchange Traded Fund | NYSEArca
69.69 USD
-0.03
(-0.043%) ⇩
(Aug. 28, 2026, 4 p.m.
EDT)
After hours: 70.07 +0.38 (0.545%) ⇧ (Aug. 28, 2026, 7:56 p.m. EDT) |
Hot Take ↕ | Aug. 22, 2026, 2:16 a.m. EDT
The instrument is a newly launched hedged equity ETF with only one year of price history, making it impossible to assess a multi-year structural trend; consequently, the long-term outlook remains neutral despite the recent +7.85% gain. Short-term momentum is flat, as the price has consolidated tightly within a narrow range over the last two weeks, offering no clear directional edge for a momentum play. The dividend yield sits at a modest 0.63%, which is insufficient to provide meaningful income relative to inflation or bond alternatives, resulting in a neutral yield rating. While the recent annual performance was positive, the lack of a multi-year track record prevents any conviction in a superior long-term business quality or growth trajectory. |
| Model | MAE |
|---|---|
| AutoTheta ✓ | 0.018639 |
| MSTL | 0.022134 |
| AutoETS | 0.023296 |
| AutoARIMA | 0.023384 |
Forecast horizon: 45 days | Selected: AutoTheta
| Forecast Reliability | |
|---|---|
| Score | 71% |
| H-stat | 10.06 |
| Ljung-Box p | 0.000 |
| Jarque-Bera p | 0.141 |
| Excess Kurtosis | -1.44 |
| Attribute | Value |
|---|---|
| Trailing P/E | 25.78 |
| 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 | 70.23 |
| All Time Low | 48.705 |
| Ask | 87.72 |
| Ask Size | 900 |
| Average Daily Volume10 Day | 286,110 |
| Average Daily Volume3 Month | 396,939 |
| Average Volume | 396,939 |
| Average Volume10Days | 286,110 |
| Beta3 Year | 0.0 |
| Bid | 63.5 |
| Bid Size | 300 |
| Category | Equity Hedged |
| Crypto Tradeable | 0 |
| Currency | USD |
| Custom Price Alert Confidence | HIGH |
| Day High | 70.052 |
| Day Low | 69.6001 |
| Dividend Yield | 0.63 |
| Eps Trailing Twelve Months | 2.703673 |
| Esg Populated | 0 |
| Exchange | PCX |
| Exchange Data Delayed By | 0 |
| Exchange Timezone Name | America/New_York |
| Exchange Timezone Short Name | EDT |
| Fifty Day Average | 68.51012 |
| Fifty Day Average Change | 1.1798859 |
| Fifty Day Average Change Percent | 0.017222067 |
| Fifty Two Week Change Percent | 8.839607 |
| Fifty Two Week High | 70.23 |
| Fifty Two Week High Change | -0.5400009 |
| Fifty Two Week High Change Percent | -0.0076890346 |
| Fifty Two Week Low | 63.24 |
| Fifty Two Week Low Change | 6.450001 |
| Fifty Two Week Low Change Percent | 0.10199242 |
| Fifty Two Week Range | 63.24 - 70.23 |
| First Trade Date Milliseconds | 1,695,994,200,000 |
| Full Exchange Name | NYSEArca |
| Fullday Change | -0.0299988 |
| Fullday Change Percent | -0.0430275 |
| Fullday Price | 70.07 |
| 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 | 69.7023 |
| Net Assets | 4,618,317,800.0 |
| Net Expense Ratio | 0.5 |
| Open | 69.75 |
| Phone | (844) 457-6383 |
| Post Market Change | 0.37999725 |
| Post Market Change Percent | 0.54526794 |
| Post Market Price | 70.07 |
| Post Market Time | 1,787,961,407 |
| Previous Close | 69.72 |
| Price Hint | 2 |
| Quote Source Name | Delayed Quote |
| Quote Type | ETF |
| Region | US |
| Regular Market Change | -0.0299988 |
| Regular Market Change Percent | -0.0430275 |
| Regular Market Day High | 70.052 |
| Regular Market Day Low | 69.6001 |
| Regular Market Day Range | 69.6001 - 70.052 |
| Regular Market Open | 69.75 |
| Regular Market Previous Close | 69.72 |
| Regular Market Price | 69.69 |
| Regular Market Time | 1,787,947,200 |
| Regular Market Volume | 157,415 |
| Short Name | JPMorgan Hedged Equity Laddered |
| Source Interval | 15 |
| Symbol | HELO |
| Total Assets | 4,618,317,824 |
| Tradeable | 0 |
| Trailing Annual Dividend Rate | 0.0 |
| Trailing Annual Dividend Yield | 0.0 |
| Trailing P E | 25.776049 |
| Trailing Peg Ratio | None |
| Trailing Three Month Nav Returns | 1.39301 |
| Trailing Three Month Returns | 1.39301 |
| Triggerable | 1 |
| Two Hundred Day Average | 66.99756 |
| Two Hundred Day Average Change | 2.6924438 |
| Two Hundred Day Average Change Percent | 0.040187195 |
| Type Disp | ETF |
| Volume | 157,415 |
| Yield | 0.0063 |
| Ytd Return | 3.24636 |