HELO logo

HELO Overview

Profile

Name:

Jpmorgan Hedged Equity Laddered Overlay ETF

Assets under management:

$1 B

Expense ratio:

0.50%

Inception date:

September 29, 2023

Website:

http://am.jpmorgan.com

Last ex-dividend date:

December 24, 2024

Next ex-dividend date:

N/A

Description:

HELO ETF is an exchange-traded fund that focuses on companies involved in health and wellness. It aims to provide investors with exposure to the growing health sector, including fitness, nutrition, and healthcare technology, offering a diversified investment option for those interested in health-related industries.

Top holdings

Name
Weight
AAPL logo
Apple(AAPL)
6.98 %
NVDA logo
NVIDIA(NVDA)
6.93 %
MSFT logo
Microsoft(MSFT)
6.74 %
AMZN logo
Amazon(AMZN)
4.44 %
META logo
Meta Platforms(META)
3.37 %
GOOGL logo
Alphabet(GOOGL)
2.09 %
AVGO logo
Broadcom(AVGO)
1.86 %
MA logo
Mastercard Incorporated(MA)
1.79 %
TSLA logo
Tesla(TSLA)
1.73 %
V logo
Visa(V)
1.66 %
BERKSHIRE HATHAWAY INC(BRK.B)
1.51 %
XOM logo
Exxon Mobil(XOM)
1.48 %
GOOG logo
Alphabet(GOOG)
1.34 %
UNH logo
UnitedHealth Group Incorporated(UNH)
1.23 %
LLY logo
Eli Lilly and Company(LLY)
1.17 %
BAC logo
Bank of America(BAC)
1.16 %
ABBV logo
AbbVie(ABBV)
1.12 %
WFC logo
Wells Fargo(WFC)
1.01 %
MCD logo
McDonalds(MCD)
0.95 %
CRM logo
Salesforce(CRM)
0.94 %
TMO logo
Thermo Fisher Scientific(TMO)
0.93 %
LOW logo
Lowes Companies(LOW)
0.93 %
PEP logo
PepsiCo(PEP)
0.93 %
SO logo
Southern(SO)
0.84 %
JNJ logo
Johnson & Johnson(JNJ)
0.83 %
TT logo
Trane Technologies(TT)
0.81 %
LIN logo
Linde(LIN)
0.81 %
NEE logo
NextEra Energy(NEE)
0.80 %
ADI logo
Analog Devices(ADI)
0.80 %
TXN logo
Texas Instruments Incorporated(TXN)
0.79 %

Price

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Current Price

$61.67
HELO price is $61.67

Price All-time High

$66.50
HELO price is currently -7.26% below its historical high of $66.50

Price Most Recent Change

-1.15%
HELO price was down -1.15% on Feb 27, 2025

Price YTD Change

-5.08%
HELO price is down -5.08% since January 1st

Price 1-Year Change

+12.13%
HELO price is up +12.13% year-on-year

Price 3-Year Change

-
HELO price 3-year change is unknown

Technical Analysis

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Beta

0.57
HELO beta is 0.57

200-day SMA

$60.61
HELO price is currently +1.75% above its 200-day simple moving average

14-day RSI

32.56
HELO 14-day relative strength index is 32.56

30-day Relative Volume

0.95
HELO 30-day relative volume is 0.95

Dividend

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Dividend per share

Last Paid Dividend

$0.15
HELO last dividend was $0.15 per share, with an ex-dividend date of December 24, 2024

TTM Dividend Per Share

$0.32
HELO TTM dividend per share is $0.32

TTM Dividend Per Share 1-Year Change

+207.87%
HELO TTM dividend per share is up +207.87% year-on-year

TTM Dividend Per Share 3-Year Change

-
HELO TTM dividend per share 3-year change is unknown

Dividend yield

TTM Dividend Yield

0.51%
HELO TTM dividend yield is 0.51%

TTM Dividend Yield 1-Year Change

+168.42%
HELO TTM dividend yield is up +168.42% year-on-year

Top holdings

Name
Weight
AAPL logo
Apple(AAPL)
6.98 %
NVDA logo
NVIDIA(NVDA)
6.93 %
MSFT logo
Microsoft(MSFT)
6.74 %
AMZN logo
Amazon(AMZN)
4.44 %
META logo
Meta Platforms(META)
3.37 %
GOOGL logo
Alphabet(GOOGL)
2.09 %
AVGO logo
Broadcom(AVGO)
1.86 %
MA logo
Mastercard Incorporated(MA)
1.79 %
TSLA logo
Tesla(TSLA)
1.73 %
V logo
Visa(V)
1.66 %
BERKSHIRE HATHAWAY INC(BRK.B)
1.51 %
XOM logo
Exxon Mobil(XOM)
1.48 %
GOOG logo
Alphabet(GOOG)
1.34 %
UNH logo
UnitedHealth Group Incorporated(UNH)
1.23 %
LLY logo
Eli Lilly and Company(LLY)
1.17 %
BAC logo
Bank of America(BAC)
1.16 %
ABBV logo
AbbVie(ABBV)
1.12 %
WFC logo
Wells Fargo(WFC)
1.01 %
MCD logo
McDonalds(MCD)
0.95 %
CRM logo
Salesforce(CRM)
0.94 %
TMO logo
Thermo Fisher Scientific(TMO)
0.93 %
LOW logo
Lowes Companies(LOW)
0.93 %
PEP logo
PepsiCo(PEP)
0.93 %
SO logo
Southern(SO)
0.84 %
JNJ logo
Johnson & Johnson(JNJ)
0.83 %
TT logo
Trane Technologies(TT)
0.81 %
LIN logo
Linde(LIN)
0.81 %
NEE logo
NextEra Energy(NEE)
0.80 %
ADI logo
Analog Devices(ADI)
0.80 %
TXN logo
Texas Instruments Incorporated(TXN)
0.79 %

Analyst ratings

FAQ

  • What is HELO?
  • Does HELO pay dividends?
  • What stocks are in HELO?
  • What is the current assets under management for HELO?
  • What is HELO average volume?
  • What is HELO expense ratio?
  • What is HELO inception date?

What is HELO?

HELO ETF is an exchange-traded fund that focuses on companies involved in health and wellness. It aims to provide investors with exposure to the growing health sector, including fitness, nutrition, and healthcare technology, offering a diversified investment option for those interested in health-related industries.

Does HELO pay dividends?

Yes, the Jpmorgan Hedged Equity Laddered Overlay ETF does pays dividends, with the most recent payment being $0.15 per share. The last ex-dividend date was on December 24, 2024, and the next ex-dividend date has not been announced yet

What stocks are in HELO?

As of today, Jpmorgan Hedged Equity Laddered Overlay ETF inlcudes 173 holdings, with 159 of them being companies from 3 different countries and 11 sectors. The most weighted holdings are Apple (6.98%), NVIDIA (6.93%) and Microsoft (6.74%)

What is the current assets under management for HELO?

Assets under management of Jpmorgan Hedged Equity Laddered Overlay ETF is $1 B

What is HELO average volume?

Average volume of Jpmorgan Hedged Equity Laddered Overlay ETF is $237 K

What is HELO expense ratio?

Expense ratio of Jpmorgan Hedged Equity Laddered Overlay ETF is 0.50%

What is HELO inception date?

Inception date of Jpmorgan Hedged Equity Laddered Overlay ETF is September 29, 2023