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Financial Services

JPMorgan Hedged Equity Laddered Overlay ETF(HELO)

ETF

Live Price

Offline

$67.67

-0.37% today

1Y Change

+8.40%

Window

Jun 23, 2025 โ†’ Jun 8, 2026

Market Cap
$3.84B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
AMEX

Coverage: 241 bars ยท Jun 23, 2025 โ†’ Jun 8, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an ETF with a market cap of $3.84B and listed on AMEX. The ETF last traded around $67.67 and up 8.4% across the available one-year price window (Jun 23, 2025 โ†’ Jun 8, 2026). Stock Foundry combines HELO price history, dividend context, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

HELO

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

HELO Max Drawdown

-5.86%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for HELO and SPY.

Calendar-year return history is still loading or unavailable.

HELO Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Quarterly

Dividend Yield

No active yield

Trailing 12M Payout

$0.42

Last Payout

$0.07
Ex: Mar 24, 2026 ยท Pay: Mar 26, 2026
Ex-DateRecordPayDividendAdjFrequency
Mar 24, 2026Mar 24, 2026Mar 26, 2026$0.07$0.07Quarterly
Dec 16, 2025Dec 16, 2025Dec 18, 2025$0.13$0.13Quarterly
Sep 23, 2025Sep 23, 2025Sep 25, 2025$0.13$0.13Quarterly
Jun 24, 2025Jun 24, 2025Jun 26, 2025$0.10$0.10Quarterly
Mar 25, 2025Mar 25, 2025Mar 27, 2025$0.09$0.09Quarterly
Dec 24, 2024Dec 24, 2024Dec 27, 2024$0.15$0.15Quarterly
Sep 24, 2024Sep 24, 2024Sep 26, 2024$0.08$0.08Quarterly
Jun 25, 2024Jun 25, 2024Jun 27, 2024$0.08$0.08Quarterly
Mar 19, 2024Mar 20, 2024Mar 22, 2024$0.05$0.05Quarterly
Dec 19, 2023Dec 20, 2023Dec 22, 2023$0.10$0.10Quarterly
No upcoming dividends in the next 90 days

Next Step

Go deeper on income quality

Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.