(HELO) Jpmorgan Hedged Equity - NYSE
ETF Category: Equity Hedged | Exchange: NYSE (USA) | Market Cap: 4.015m USD | Total Return: 7.9% in 12m
Avg Turnover: 24.5M
Warnings
Tailwinds
No distinct edge detected
Seasonality
The JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an actively managed fund designed to capture large-cap U.S. equity growth while mitigating downside risk. It maintains a core portfolio where at least 80% of assets are invested in stocks similar to those found in the S&P 500 Index. To hedge against market volatility, the fund employs a laddered options strategy, which creates a protective buffer during market downturns at the cost of capping some upside potential.
The equity-hedged sector typically utilizes derivatives like puts and calls to manage the risk-return profile of a standard long-only portfolio. This business model is particularly common in institutional asset management for investors seeking reduced beta relative to the broader market. You can explore further fundamental metrics for this fund on ValueRay.
- S&P 500 price appreciation drives underlying equity portfolio returns
- Options overlay performance during periods of elevated market volatility
- Net expense ratio competitiveness against rival hedged equity ETFs
- Investor demand for downside protection during equity market corrections
As of June 29, 2026, the stock is trading at USD 67.08 with a total of 177,800 shares traded. Over the past week, the price has changed by -1.08%, over one month by -1.17%, over three months by +6.09% and over the past year by +7.89%.
Current recommended Stop Loss: 66.10 (which is 1.5% or 2.5 ATR below the current price).
Jpmorgan Hedged Equity has no consensus analysts rating.