HELO

Jpmorgan Hedged Equity Laddered Overlay ETF

1 year +7.5%

Assets$4.89BJPMorgan

Fee0.49%a year

Yield0.6%

This year+5.2%

5 years–a year on average

Components143top 10: 39%

Returns

This year +5.2% 1 year +7.5% 3 years, yearly +13.1% 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 7.1% over one year, 7.7% over three; Sharpe ratio over three years 1.00.

Sectors

Technology41.0%

Financial Services10.6%

Consumer Cyclicals10.2%

Communication Services9.9%

Healthcare9.8%

Industrials7.4%

Energy3.8%

Consumer Defensive3.7%

Utilities2.0%

Basic Materials1.8%

Real Estate1.7%

Regions

North America99.9%

Europe Developed0.3%

Asset classes

Stock US96.9%

Cash2.2%

Stock non-US-0.2%

About the fund

Issuer: JPMorgan
Since: 2023-09-28
Listed on: NYSE ARCA
ISIN: US46654Q7245
Turnover: 39% a year

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.

From the market data provider's fund data, read 2026-10-23. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.