JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
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JPMorgan Hedged Equity Laddered Overlay ETF $HELO Holdings Boosted by CPC Advisors LLC
CPC Advisors LLC boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 337,442 shares of the company's stock after buying an additional 13,308 shares
Echo Wealth Management LLC Has $4.74 Million Stock Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Echo Wealth Management LLC lowered its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 21.3% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 71,319 shares of the company's stock after selling 19,346 shares during the
Leo Wealth LLC Takes Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Leo Wealth LLC acquired a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 256,911 shares of the company's stock, valued at approximately $17,065,000. JPMorgan Hedged Equity Laddered Overlay ETF makes up 1.2%
Crewe Advisors LLC Boosts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Crewe Advisors LLC raised its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 9.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 151,244 shares of the company's stock after buying an additional 13,196 shares
Aspire Capital Advisors LLC Acquires 8,546 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Aspire Capital Advisors LLC grew its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 4.6% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 194,718 shares of the company's stock after purchasing an additional 8,546 shares during
Brookstone Capital Management Increases Position in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Brookstone Capital Management boosted its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 22.8% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 240,598 shares of the company's stock after buying an additional 44,712 shares
Gradient Investments LLC Cuts Stake in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Gradient Investments LLC lowered its stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 70.8% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 233,843 shares of the company's stock after selling 567,776
Short Interest in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Expands By 16.1%
JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO - Get Free Report) was the recipient of a large growth in short interest in February. As of February 27th, there was short interest totaling 187,847 shares, a growth of 16.1% from the February 12th total of 161,808 shares. Based on an average trading volume of 267,830 shares,
Advisory Services Network LLC Has $13.23 Million Stock Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Advisory Services Network LLC decreased its holdings in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 5.5% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 203,490 shares of the company's stock after selling 11,898 shares
HELO: Working As Designed
JPMorgan Hedged Equity Laddered Overlay ETF offers S&P 500 exposure with half the volatility, using a collar options strategy to limit downside. HELO's structure sacrifices some upside in bull markets but consistently delivers smaller drawdowns during risk-off periods, making it ideal for conservative positioning. Current market conditions make outright put option hedging expensive; HELO provides a more cost-effective, lower-volatility alternative for downside protection.
Short Interest in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) Grows By 21.1%
JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO - Get Free Report) was the recipient of a large increase in short interest in February. As of February 13th, there was short interest totaling 161,808 shares, an increase of 21.1% from the January 29th total of 133,564 shares. Based on an average trading volume of 339,627 shares,
Avestar Capital LLC Reduces Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Avestar Capital LLC reduced its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 61.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,814 shares of the company's stock after selling 7,832
Atria Investments Inc Buys 8,473 Shares of JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Atria Investments Inc grew its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 14.1% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,465 shares of the company's stock after purchasing an additional 8,473 shares during the
Allegheny Financial Group Raises Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Allegheny Financial Group lifted its holdings in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO) by 238.4% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 39,852 shares of the company's stock after purchasing an additional 28,075 shares during the
Hamilton Reiner on Navigating Volatility With Active ETFs
Options-based ETFs were in vogue in 2025 with derivative income ETFs gathering $54 billion to boost their asset base to $127 billion. Meanwhile, defined outcome strategies, which managed $76 billion, swelled by $13 billion While asset managers continue to build out their lineup to meet growing demand, the two largest funds are offered by JPMorgan.
HELO: Cutting Volatility And Market Upside As Well
JPMorgan Hedged Equity Laddered Overlay ETF combines fundamental stock selection and SPY options to reduce downside risk. Despite an undeniable success at cutting volatility, HELO has given up a lot of market upside and underperformed SPY in risk-adjusted return. With only 21 months of track record, we still have to see how HELO behaves in a bear market or a deep correction.
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HELO: A Must-Own Investment Heading Into 2025
I recommend the JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for its defensive design, offering protection against sharp 5-20% drawdowns while capturing ~65% of large-cap equity upside. With the S&P 500 trading at 22x Fwd P/E and potential volatility from President Trump's policies, large-cap stocks are vulnerable to sharp drawdowns. The Federal Reserve's hawkish stance could further pressure markets, making HELO's downside protection valuable.
HELO: There Is A Cheaper Option
J.P. Morgan Hedged Equity Laddered Overlay ETF aims to provide returns similar to those reflected by the S&P 500 index but with lower volatility using a value-weighting and option strategy. Its risk-adjusted returns have been superior to relevant ETFs, but its high expense ratio and short track record are problematic. Despite its impressive performance, HELO's high fees and similar valuation to the S&P 500 make a traditional low-volatility fund the potentially better choice.