HELO

ETF / Mutual Fund
Nyse American
JPMorgan Hedged Equity ETF
Price Chart
Overview

About HELO

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.

AUM
Volume
38.1M
Avg. Volume
30.7M
Expense Ratio

Fund Information

Exchange
Nyse American
Sector
Latest News for HELO
Risk & Correlation Analysis
Market Correlation
0.13
Low Correlation
Volatility
Low (0.09)
Relative to market

Macro Factor Sensitivities

Interest Rates
Low Sensitivity
Inflation
Medium Sensitivity
GDP Growth
Low Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Low Sensitivity
Portfolio Impact
Forecasts & Predictions

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Technical Analysis

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Key Statistics
AUM
Volume38.1M
Expense Ratio
Important Dates
Next Dividend
Next Earnings
Related Securities

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Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025