HELOJpmorgan Hedged Equity Laddered Overlay ETF
Seeks capital appreciation through participation in broad equity markets with hedging.
By JPMorgan · Launched 2023
Annual Cost
0.50%
#2,576 of 5,562 · average
Fund Size
$4.1B
#482 of 5,562 · large
Dividend YieldGoal
0.62%
Track Record
2 years
#3,205 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,057+10.6%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.3% of fundmoderately concentrated
NVIDIA Corp.
8.4%
Apple, Inc.
6.5%
Microsoft Corp.
5.9%
Amazon.com, Inc.
4.4%
Alphabet, Inc.
3.4%
Meta Platforms, Inc.
3.0%
Broadcom, Inc.
2.8%
Alphabet, Inc.
2.2%
Tesla, Inc.
2.0%
Exxon Mobil Corp.
1.8%
Asset allocation
Stocks
99.7%
Cash
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.4%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
Where to buy
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation through participation in broad equity markets with hedging.
- Strategy
- Invests primarily in large-cap U.S. equity securities while employing an options overlay strategy for market hedging. The strategy includes buying and selling put and call options to mitigate risk and provide lower volatility compared to traditional long-only equity strategies.
- Inception date
- September 28, 2023
- Fund family
- JPMorgan
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Data updated on 2026-06-19