JPMorgan Hedged Equity Laddered Overlay ETF

HELO

Market cap $3.42B

Overview Fund Activity

64.93 USD

-0.03

0.05%

At close Updated Sep 16, 4:00 PM EDT

1 day

-0.05%

5 days

0.08%

1 month

1.41%

3 months

4.66%

6 months

7.13%

Year to date

4.93%

1 year

8%

5 years

30.28%

10 years

30.28%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

157% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 21

50% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 98

21% more capital invested

Capital invested by funds: $2.28B [Q1] → $2.75B (+$472M) [Q2]

9% more funds holding

Funds holding: 295 [Q1] → 321 (+26) [Q2]

1.22% more ownership

Funds ownership: 83.52% [Q1] → 84.74% (+1.22%) [Q2]

24% less funds holding in top 10

Funds holding in top 10: 29 [Q1] → 22 (-7) [Q2]

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Financial journalist opinion

J.P. Morgan Says HOLA to Lower-Risk International ETF

J.P. Morgan Asset Management launched the JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) on the NYSE Arca today. According to the prospectus, the fund is designed to provide income through a diversified international equity portfolio while hedging overall market exposure.

J.P. Morgan Says HOLA to Lower-Risk International ETF

HELO: Cutting Volatility And Market Upside As Well

JPMorgan Hedged Equity Laddered Overlay ETF combines fundamental stock selection and SPY options to reduce downside risk. Despite an undeniable success at cutting volatility, HELO has given up a lot of market upside and underperformed SPY in risk-adjusted return. With only 21 months of track record, we still have to see how HELO behaves in a bear market or a deep correction.

HELO: Cutting Volatility And Market Upside As Well

Invest In 6 Funds For A Potential $5,000 Monthly Income

The market is highly volatile, but it also offers opportunities. Building a fund-based portfolio with ETFs offers diversification and low maintenance. With the right funds, we can achieve high income, growth, capital conservation, and reduced volatility. The proposed portfolio of just 6 funds targets a 6% yield, providing $5,000 monthly income on a $1 million investment.

Invest In 6 Funds For A Potential $5,000 Monthly Income

How To Build A $500,000 Retirement Portfolio For Stability, Income And Growth

The article explains how to build a balanced, risk-averse, income-producing, and growth-oriented retirement portfolio with just five diversified funds to ensure simplicity and manageability. Despite market volatility, staying invested is crucial as cash rarely outperforms inflation; a SWAN portfolio aims for peace of mind and steady growth. The portfolio targets 5% income, 3-4% growth in addition to income, and 30% lower drawdowns and volatility.

How To Build A $500,000 Retirement Portfolio For Stability, Income And Growth

HELO: A Must-Own Investment Heading Into 2025

I recommend the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for its defensive design, offering protection against sharp 5-20% drawdowns while capturing ~65% of large-cap equity upside. With the S&P 500 trading at 22x Fwd P/E and potential volatility from President Trump's policies, large-cap stocks are vulnerable to sharp drawdowns. The Federal Reserve's hawkish stance could further pressure markets, making HELO's downside protection valuable.

HELO: A Must-Own Investment Heading Into 2025

HELO: There Is A Cheaper Option

J.P. Morgan Hedged Equity Laddered Overlay ETF aims to provide returns similar to those reflected by the S&P 500 index but with lower volatility using a value-weighting and option strategy. Its risk-adjusted returns have been superior to relevant ETFs, but its high expense ratio and short track record are problematic. Despite its impressive performance, HELO's high fees and similar valuation to the S&P 500 make a traditional low-volatility fund the potentially better choice.

HELO: There Is A Cheaper Option

2024's ETF Relay: Yield, Protection, Crypto Share The Podium

Through Q2, there has been a record number of new US ETFs on a rolling four-quarter basis. Fund issuers have met investors' demand for high-income equity ETFs, covered-call products, defined-outcome strategies, and single-stock funds. 2024 has also been the year of crypto ETFs, and funds tracking spot Ether recently began trading.

2024's ETF Relay: Yield, Protection, Crypto Share The Podium

Concerned About Market Valuation? Protect the Downside

The Vanguard S&P 500 ETF (VOO), was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows.

Concerned About Market Valuation? Protect the Downside

HELO: Promising ETF With Superior Risk-Adjusted Return

HELO strategy combines stock selection based on valuation with laddered options strategy to reduce downside risk in S&P 500 universe. HELO quality metrics are superior to the benchmark. In 10 months, HELO underperformed SPY in total return but shows superior Sharpe ratio.

HELO: Promising ETF With Superior Risk-Adjusted Return

How to Protect Against Second-Half Market Weakness

After a strong five months for the S&P 500 Index in 2024, many advisors thought the remainder of the year would be weaker. While taking profits might make sense to some, there's a range of ETFs to consider helping clients stay in the market.

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