Microsoft

Apple

NVIDIA

Amazon

Alphabet

Exxon Mobil

Mastercard

UnitedHealth Group

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.

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

Blackrock Flexible Income ETF

iShares Core S&P 500 ETF

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

SPDR S&P 500 ETF Trust

Vanguard S&P 500 ETF

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

Innovator Equity Bond-Alternative ETF

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.

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