JPMorgan Hedged Equity Laddered Overlay ETF
Limited financial coverage for HELO.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
The Fund seeks to provide capital appreciation. 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 US companies.
- CEO
- Josef Matosevic
- IPO
- 2023
- Employees
- 2,800
- HQ
- New York, NY, US
Get TickerSpark's AI analysis on HELO
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Similar companies
Peers in the same neighborhood.
- Market Cap
- $3.97B
- Div Yield
- 0.62%
- 52W High
- $70.23
- 52W Low
- $63.24
- 50D MA
- $68.23
- 200D MA
- $66.86
- Beta
- 0.52
- RSI (14)
- 54
- Avg Volume
- 403.20K
No earnings-call transcripts are available for HELO yet.
- Free Float
- 0.0%
- Shares Outstanding
- 57.27M
- Float Shares
- 0
of shares held by institutions
384 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Lpl Financial LLC | 3.62M | ▲ 156.24K |
| Forvis Wealth Advisors, LLC | 3.33M | ▲ 432.79K |
| Bank Of New York Mellon Corp | 2.36M | ▲ 130.62K |
| Bank Of America Corp | 2.33M | ▼ 89.53K |
| Raymond James Financial Inc | 1.88M | ▲ 45.85K |
| Wealth Enhancement Advisory Services, LLC | 1.87M | ▲ 162.13K |
| Envestnet Asset Management Inc | 1.73M | ▼ 836.68K |
| Cetera Investment Advisers | 1.68M | ▲ 94.73K |
| Ameriprise Financial Inc | 1.22M | ▲ 246.37K |
| Advisor Group Holdings, Inc. | 1.12M | ▼ 769.64K |
| Hightower Advisors, LLC | 1.03M | ▲ 27.15K |
| Ubs Group AG | 878.51K | ▼ 40.80K |
Our HELO coverage
Recent articles, reports, and earnings notes.
No research on HELO yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate HELO report →JP Morgan Adds Futures ETF to Lineup
etftrends.com · May 29
3 Defensive ETFs for Today's Market Volatility
youtube.com · May 7
Beyond JEPI: Exploring JP Morgan's Active ETF Bench
etftrends.com · Apr 27
Two hedged ETFs that retirees can use for relative safety in a bear market
247wallst.com · Apr 22
JPMorgan Hedged Equity Laddered Overlay ETF $HELO Holdings Boosted by CPC Advisors LLC
defenseworld.net · Apr 22
Echo Wealth Management LLC Has $4.74 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
defenseworld.net · Apr 9
Leo Wealth LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
defenseworld.net · Apr 6
Crewe Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
defenseworld.net · Apr 3
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.