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HELO
+2.22 · +3.45%
$66.71 · NYSE ARCA

J.P. Morgan Exchange-Traded Fund Trust (HELO) ETF Analysis | Equity Hedged

JPMorgan · USA
AUM:$3.9B
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is 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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HELO returned 8.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 38.9% of the ETF — a moderate level of name concentration.
ETF Information
AUM$3.9B
Expense Ratio0.50%
Dividend Yield0.66%
Holdings49
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+8.9%
3Y
+42.1%
5Y
+42.1%
OpenBook InsightIf you had invested £10,000 in HELO 5 years ago, it would have grown to £14,209 — a gain of £4,209.

Annual Returns

Calendar year performance

HELO delivered positive returns in 4 of the last 4 calendar years.
YearHELO
2026 YTD+5.0%
2025+8.1%
2024+18.3%
2023+6.3%
CAGR 3yr+10.8%
4/4 positive yearsAvg return: +9.4%Worst year: +5.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.7%
Low
Momentum
+2.9%
30-day change
Support Level
69.02
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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