JPMorgan Hedged Equity Laddered Overlay ETF
HELO
Market cap $2.18B

62.39 USD

+0.40

0.65%

At close Dec 20, 4:00 PM EST

1 day

0.65%

5 days

-1.25%

1 month

0.00%

3 months

2.95%

6 months

6.87%

Year to date

18.25%

1 year

18.61%

5 years

25.18%

10 years

25.18%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

663% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 8

565% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 17

101% more capital invested

Capital invested by funds: $687M [Q2] → $1.38B (+$697M) [Q3]

38% more funds holding in top 10

Funds holding in top 10: 8 [Q2] → 11 (+3) [Q3]

36% more funds holding

Funds holding: 147 [Q2] → 200 (+53) [Q3]

5.52% more ownership

Funds ownership: 86.28% [Q2] → 91.8% (+5.52%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for HELO.

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Financial journalist opinion

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.

HELO: A Better Mouse Trap

JPMorgan Hedged Equity Laddered Overlay ETF provides modest market returns with downside hedges to limit volatility and drawdowns. The Fund has outperformed its larger sibling funds, the JPMorgan Hedged Equity Fund, as its rolling hedge windows reduce hedging friction. With markets at all-time highs and stretched valuations, investors may want to consider adding the HELO ETF for hedged equity exposure.

HELO: A Better Mouse Trap

HELO: Perhaps The Right Time For A Hedged Equity Strategy

JPMorgan Hedged Equity Laddered Overlay ETF offers a unique blend of capital appreciation and risk mitigation through a laddered options strategy. The HELO ETF maintains characteristics similar to the S&P 500, providing a broad representation of the U.S. equity market. The fund's diversified equity portfolio and hedging strategy can mitigate losses during volatile market conditions but may limit upside in rising markets.

HELO: Hedged Equity Exposure From JPMorgan

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a buffered equities ETF that uses options to smooth out risk in a volatile market. The fund employs a put spread strategy, buying long puts with higher strike prices and selling short puts with lower strike prices, financed by selling high strike calls. HELO provides downside protection but limits upside potential, making it a suitable choice for investors looking to protect their equity exposure in a frothy market.

What ETFs Were Popular in November?

With more than 3,000 ETFs to cover and many new ones launching each month, it is easy to forget. For many people, S&P 500 Index-based ETFs remain the core of their portfolio.

HELO: JPMorgan Hedged Equity Fund In An ETF Format

The JPMorgan Hedged Equity Laddered Overlay ETF aims to provide exposure to U.S. large cap stocks with reduced volatility and downside risk. HELO employs a laddered option strategy to minimize market impact and improve upon the performance of the JHEQX fund. While HELO may lag in strong bull markets and still experience losses during market crashes, it may appeal to conservative investors seeking some downside protection.

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