HELOJpmorgan Hedged Equity Laddered Overlay ETF
Seeks capital appreciation.
By JPMorgan · Launched 2023
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$4.8B
#472 of 6,040 · large
Return (1Y)
+6.9%
Track Record
2 years
#3,140 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,698+7.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 41.1% of fundmoderately concentrated
NVIDIA Corp.
8.7%
Apple, Inc.
6.5%
Microsoft Corp.
5.6%
Amazon.com, Inc.
4.9%
Alphabet, Inc.
3.8%
Broadcom, Inc.
3.5%
Alphabet, Inc.
2.5%
Meta Platforms, Inc.
2.4%
Tesla, Inc.
1.6%
Exxon Mobil Corp.
1.5%
Asset allocation
Stocks
97.7%
Cash
2.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.9%Low
Year-on-year price swings
Max drawdown
-10.9%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of large cap U.S. companies while hedging overall market exposure through an options overlay strategy. Aims for capital appreciation with lower volatility than traditional long-only equity strategies.
- Inception date
- September 28, 2023
- Fund family
- JPMorgan
Similar funds
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Data updated on 2026-09-18