ARCA:HELO

JPMorgan Hedged Equity Laddered Overlay ETF

$ 61.94 0.09 ( +0.15%) 04:00 PM EST
PE Ratio:
23.35
PB Ratio:
4.08
Volume:
203.83K
Dividend Yield %:
0.47
Last Holding update 2024-09-26 161 Stocks (9 new)
Value $1.09 Bil Turnover 51 %
Top Holdings: MSFT(7.54%) AAPL(7.34%) NVDA(6.78%) AMZN(4.28%) META(2.66%)
Portfolio Report
Registrant: JPMorgan Hedged Equity Laddered Overlay ETF
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Key Statistics

Name Value
Day's Open ($) 61.95
Day's Range ($) 61.85 - 61.9584
Day's Volume 203,830
52-Week Range ($) 48.91 - 62.09
Beta -
Volatility 6.94
14-Day RSI 64.8
14-Day ATR ($) 0.362978
20-Day SMA ($) 61.471

Fundamental Data

Name Value
Market Cap (Mil $) 1,819.488
Shares Outstanding (Mil) 29.38
PE Ratio 23.35
PE Ratio (10y Range) 18.3 - 23.35
PE Ratio (10y Median) 22.67
PB Ratio 4.08
PB Ratio (10y Range) 3.83 - 4.08
PB Ratio (10y Median) 3.83

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.291
Dividend Yield % 0.47
Dividend Yield % (10y Range) 0.19 - 0.48
Dividend Yield % (10y Median) 0.37
Next Dividend Payment Date
Dividend Frequency Quarterly

HELO JPMorgan Hedged Equity Laddered Overlay ETF Fundamental Charts

Historical TTM Price-to-Earnings for HELO JPMorgan Hedged Equity Laddered Overlay ETF

Historical TTM Price-to-Earnings without NRI for HELO JPMorgan Hedged Equity Laddered Overlay ETF

Historical Price-to-Book Ratio for HELO JPMorgan Hedged Equity Laddered Overlay ETF

Historical Dividend Yields for HELO JPMorgan Hedged Equity Laddered Overlay ETF

HELO JPMorgan Hedged Equity Laddered Overlay ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:HELO

No Available Data

ARCA:HELO is held by these investors

No Available Data
JPMorgan Hedged Equity Laddere... Top Holdings of 2024-07-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
196,366
82149.720
+92.67%
7.540
+3.63%
0.000
+0.52%
+14.09%
3172348.353
Software
AAPL 		Apple Inc
359,821
79909.050
+95.50%
7.340
+3.59%
0.000
+7.21%
+21.69%
3548645.576
Hardware
NVDA 		NVIDIA Corp
630,837
73820.550
+88.83%
6.780
+3.19%
0.000
+24.30%
+183.81%
3446955.600
Semiconductors
AMZN 		Amazon.com Inc
249,396
46632.060
+93.29%
4.280
+2.07%
0.000
+3.23%
+23.99%
1977259.845
Retail - Cyclical
META 		Meta Platforms Inc
60,938
28935.190
+97.20%
2.660
+1.31%
0.000
+24.27%
+63.83%
1462638.854
Interactive Media
GOOGL 		Alphabet Inc
140,274
24062.600
+90.05%
2.210
+1.05%
0.000
-0.04%
+19.65%
2061370.900
Interactive Media
XOM 		Exxon Mobil Corp
157,742
18706.620
+101.62%
1.720
+0.87%
0.000
+2.15%
+21.98%
528252.080
Oil & Gas
UNH 		UnitedHealth Group Inc
32,071
18478.030
+118.02%
1.700
+0.92%
0.000
-0.43%
+8.63%
521952.875
Healthcare Plans
GOOG 		Alphabet Inc
105,925
18340.910
+93.41%
1.680
+0.81%
0.000
-0.07%
+19.74%
2061370.900
Interactive Media
MA 		Mastercard Inc
37,341
17315.400
+101.95%
1.590
+0.80%
0.000
+16.14%
+19.84%
469502.179
Credit Services

JPMorgan Hedged Equity Laddered Overlay ETF's Historical Top Holdings Breakdowns

JPMorgan Hedged Equity Laddered Overlay ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-07-31Add
+3.63%
●
397.84 ($434.14) 467.56
$426.71
-1.71%
Add 92.67%
196,366
94,449
AAPL 		Apple Inc2024-07-31Add
+3.59%
●
173.03 ($206.28) 234.82
$233.40
13.15%
Add 95.5%
359,821
175,773
NVDA 		NVIDIA Corp2024-07-31Add
+3.19%
●
85.82 ($114.24) 135.58
$140.52
23.00%
Add 88.83%
630,837
296,757
AMZN 		Amazon.com Inc2024-07-31Add
+2.07%
●
176.44 ($187.03) 200
$188.39
0.73%
Add 93.29%
249,396
120,371
META 		Meta Platforms Inc2024-07-31Add
+1.31%
●
441.68 ($487.01) 539.91
$578.16
18.72%
Add 97.2%
60,938
30,037
GOOGL 		Alphabet Inc2024-07-31Add
+1.05%
●
166.62 ($176.95) 191.18
$166.72
-5.78%
Add 90.05%
140,274
66,465
UNH 		UnitedHealth Group Inc2024-07-31Add
+0.92%
●
481.05 ($512.46) 576.33
$565.24
10.30%
Add 118.02%
32,071
17,361
XOM 		Exxon Mobil Corp2024-07-31Add
+0.87%
●
108.36 ($114.8) 119.64
$118.90
3.57%
Add 101.62%
157,742
79,506
GOOG 		Alphabet Inc2024-07-31Add
+0.81%
●
168.46 ($178.5) 192.66
$168.34
-5.69%
Add 93.41%
105,925
51,159
MA 		Mastercard Inc2024-07-31Add
+0.80%
●
429.6 ($447.92) 463.71
$508.21
13.46%
Add 101.95%
37,341
18,851

JPMorgan Hedged Equity Laddered Overlay ETF Total Holding History ($B)

To

JPMorgan Hedged Equity Laddered Overlay ETF's Asset Allocation

To

JPMorgan Hedged Equity Laddered Overlay ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

JPMorgan Hedged Equity Laddered Overlay ETF's Hypothetical Growth since 2024-07-31

JPMorgan Hedged Equity Laddered Overlay ETF's Yearly Returns

Year Portfolio % % Excess Gain %

JPMorgan Hedged Equity Laddered Overlay ETF's Holdings Heat Map

Size field:

JPMorgan Hedged Equity Laddered Overlay ETF's Holdings Bubble Chart

JPMorgan Hedged Equity Laddered Overlay ETF News

  • 1

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