JPMorgan Hedged Equity Laddered Overlay ETF Holdings

HELO was created on 2023-09-28 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 4065.81m in AUM and 152 holdings. 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.