HELO

JPMorgan Hedged Equity Laddered Overlay ETF

Investor Moves

Name	Value	Action	Change	Price	Current Price
Jim SimonsRenaissance Technologies $295k4.6k shares TrimQ1 2026 $495k $63.91 $67.97
Jim SimonsRenaissance Technologies $791k11.9k shares ExitQ4 2025 $2.3M $66.43 $67.97
Jim SimonsRenaissance Technologies $791k11.9k shares TrimQ4 2025 $1.5M $66.43 $67.97
Ken GriffinCitadel Advisors $-766.9K ExitQ4 2025 $767k -- $67.97
Ken GriffinCitadel Advisors $-766.9K ExitQ4 2025 $767k -- $67.97
Ken GriffinCitadel Advisors $-1.7M TrimQ3 2025 $1.7M -- $67.97

News

etftrends.comJP Morgan Adds Futures ETF to Lineupetftrends.comMay 29

youtube.com3 Defensive ETFs for Today's Market Volatilityyoutube.comMay 7

etftrends.comBeyond JEPI: Exploring JP Morgan's Active ETF Benchetftrends.comApr 27

247wallst.comTwo hedged ETFs that retirees can use for relative safety in a bear market247wallst.comApr 22

defenseworld.netJPMorgan Hedged Equity Laddered Overlay ETF $HELO Holdings Boosted by CPC Advisors LLCdefenseworld.netApr 22

Trade HELO

About JPMorgan Hedged Equity Laddered Overlay ETF

The JPMorgan Hedged Equity Laddered Overlay ETF (HELO) aims for capital appreciation by investing in large U.S. companies. Concurrently, it employs a continuous market hedging strategy, specifically a put spread collar. While the fund strives to replicate the sector weighting of the S&P 500, the advisor retains the flexibility to make discretionary choices regarding individual stock selections, potentially adjusting their specific weightings. The core of HELO's hedging mechanism is a "laddered" options exposure, achieved by acquiring put options on ETFs designed to track the S&P 500 Index. These option positions are strategically layered across several three-month cycles, with new segments initiated each month. This structured approach means that different parts of the options portfolio expire and are re-established on an ongoing basis. The put spread component involves purchasing long put options at a higher strike price while concurrently selling short put options at a lower strike price. To partially fund the cost of these put spreads, the fund sells call options. This call-writing activity, however, places a cap on the potential upside returns the fund can achieve. It's important to note that this strategy is not designed to yield the highest returns in strongly rising markets, nor may it provide substantial protection during minor market downturns.

IPO Date: Sep 29, 2023

Market Data

Open: $67.71
High: $67.98
Low: $67.71
Volume: 295.1K
Avg Volume: 325.4K
52W High: $68.28
52W Low: $61.77

Valuation

Market Cap: $4.2B
Dividend Yield: 42.4%

Financials

Financial statement snapshot is not available yet.

Events

DividendMar 24

$0.06954