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HELO ETF · JPMorgan Hedged Equity Laddered Overlay ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -2.29% | -1.49% | +9.36% | N/A | N/A | -2.41% | -2.01% | -2.01% | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -1.49% | +9.36% | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Enterprise
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Learn more about Trackinsight EnterpriseIssuer
| AuM | ||
|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | €37.98B |
JPST | JPMorgan Ultra-Short Income ETF | €32.52B |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | €29.73B |
BBJP | JPMorgan BetaBuilders Japan ETF | €12.96B |
JCPB | JPMorgan Core Plus Bond ETF | €9.24B |
J.P. Morgan Asset Management is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.8 trillion in assets and $290.0 billion in stockholders’ equity as of September 30, 2021. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.
Via Offical websiteFrequently asked questions about HELO
What does JPMorgan Hedged Equity Laddered Overlay ETF, HELO, invest in?
HELO is a Active ETF. This ETF provides exposure to Large Cap US Equities.
What is the Total Expense ratio (TER) of HELO?
HELO carries a total expense ratio (TER) of 0.5%, indicating the annual cost for holding the fund.
When was HELO launched?
HELO was introduced to the market on September 28, 2023. It trades on United States
Who is the ETF issuer of HELO?
JPMorgan Hedged Equity Laddered Overlay ETF, HELO, is provided by J.P. Morgan Asset Management. Learn more about J.P. Morgan Asset Management here.
What is the current assets under management (AUM) of HELO?
HELO oversees €3.31B in assets as of March 13, 2026.
How has HELO performed lately?
Based on data from March 13, 2026, HELO returned -2.29% over the past month, -1.49% over the last three months and -2.01% year-to-date.
What are the latest inflows or outflows for HELO?
As of March 13, 2026, HELO recorded net flows of +€87M over the last month and +€237M year-to-date.
Does HELO distribute dividends?
HELO follows a distributing dividend policy, meaning it pays out income to investors. As of March 13, 2026, its 12-month trailing yield was 0.68%.
What are the main country or region exposures of HELO?
As of January 31, 2026, HELO has significant geographic allocations in USA and Ireland.
In which sector or theme does HELO invest in?
As of January 31, 2026, HELO focuses largely on Information Technology, Consumer Discretionary and Communication Services.
How many securities does HELO hold and how diversified is it?
As of January 31, 2026, HELO holds 150 positions in its portfolio, with 47.22% of assets concentrated in its top 15 holdings.
What are the main positions in HELO?
As of January 31, 2026, HELO top three holdings include NVIDIA, MICROSOFT-T and APPLE.
What is the base currency of HELO?
The base currency of HELO is USD.
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