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UnitedHealth Group

Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Hedged Equity Laddered Overlay ETF

HELO actively manages a large-cap US equity portfolio with a laddered options overlay that seeks to provide downside protection, while foregoing some upside potential. The fund aims for enhanced risk-adjusted return over a full market cycle with lower volatility than traditional equity strategies.

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

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Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul

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

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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 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

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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.

How to Protect Against Second-Half Market Weakness

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

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: Perhaps The Right Time For A Hedged Equity Strategy

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.

HELO: Hedged Equity Exposure From JPMorgan

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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.

What ETFs Were Popular in November?

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.

HELO: JPMorgan Hedged Equity Fund In An ETF Format

JPMorgan Hedged Equity Laddered Overlay ETF is a newly launched fund that invests in large cap American stocks with low volatility and uses a laddered options strategy for downside protection. The fund's holdings are similar to JPMorgan's other funds and may use the same algorithms for stock selection. HELO uses put spread positions as part of its options strategy, which is cheaper than buying protective puts alone. The fund's calls are deeply in the money, limiting its upside potential.

HELO: A New JPMorgan Fund For Risk-Averse Investors

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BlackRock Advantage Large Cap Income ETF

JPMorgan has a pair of actively managed, options-enhanced equity ETF strategies with a combined $35 billion in assets. Did it just launch what will be a third successful one?

JPMorgan Says HELO to Advisors Seeking Downside Protection

J.P. Morgan Asset Management today announced the launch of a new actively managed hedged equity ETF. The JPMorgan Hedged Equity Laddered Overlay ETF (NYSE Arca: HELO) invests in U.S. large-cap equities with a laddered options overlay.

Oh, HELO: J.P. Morgan Launches Hedged Equity Laddered Overlay ETF

JPMorgan Chase & Co

Funds seek to deliver JPM active management expertise and risk controls through ETF structure NEW YORK , Sept. 29, 2023 /PRNewswire/ -- J.P.

J.P. Morgan Asset Management Launches Hedged Equity Laddered Overlay ETF: HELO

News for JPMorgan Hedged Equity Laddered Overlay ETF ETF (HELO)