HELO
JPMorgan Hedged Equity Laddered Overlay ETF
🇺🇸 NYSE/NASDAQ
👑 Overview
📈 Performance
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 20.24%
Annual Growth
1 years average annual growth
🌏
0
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.
📈 Performance
Price History*
+25.71%
1M
1Y
All Time
Graph
Table
* US price history does not take into account stock splits
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🗓️ Investing frequency calculator
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Try it out →💵 Investing amount calculator
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Try it out →⏱️ Investing duration calculator
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Try it out →💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$62.24
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in HELO
0
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in HELO
N/A
HELO investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
👶 Age of investors
18 - 25
26 - 34
35 - 90
🙋 Legal gender of investors
Female
Male
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