JP Morgan Asset Management Launches HELO – Hedged Equity Laddered Overlay ETF

Share post:

JP Morgan Asset Management has introduced the JPMorgan Hedged Equity Laddered Overlay ETF (HELO), an actively managed ETF designed to provide investors with downside risk management while investing in US large-cap stocks. HELO employs a laddered options overlay strategy, combining an equity portfolio with laddered option hedges using long put and short call options referenced to the S&P 500. The laddered hedging approach aims to mitigate potential risks associated with only one hedge period.

HELO’s equity portfolio is structured to maintain sector allocation and market capitalization characteristics similar to the S&P 500 while focusing on undervalued stocks. The fund aims to capture a significant portion of long-term US stock market returns with lower volatility compared to traditional equity strategies. HELO comes with an expense ratio of 0.50%.

The ETF’s equity holdings include notable positions in companies such as Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla. Key sector exposures include Information Technology, Health Care, Financials, Consumer Discretionary, and Industrials.

Related

Maintain Your Horses! A Space Bitcoin ETF May perhaps well also Already Be Priced into Crypto.

There is a growing belief that the recent price surge in bitcoin could already factor in the potential approval of a spot Bitcoin ETF- a pivotal strategic investment move that holds significant influence in the crypto market. Investors and financial enthusiasts alike are keenly awaiting regulatory approval, a decision that could potentially catalyze the future growth trajectory of bitcoin prices. This speculation underscores not only the potential value that bitcoin holds as a digital asset but also the evolving role of institutional reactiveness in the cryptocurrency landscape.

Tim Draper’s Bold Prediction: Bitcoin (BTC) Price Set to Skyrocket to $250K!

In the world of finance, Bitcoin is increasingly recognized as a transformative force. With the potential to challenge...

Bitcoin ETF: Navigating the Perils of SEC Rejection and Fierce Opposition from Funds

A recent court order has directed the Securities and Exchange Commission (SEC) to reconsider its denial of Grayscale's...

Nike’s Shocking 10% Plunge: Sales Outlook Slashed

Nike, a leading athletic apparel⁢ company, ⁣recently announced plans to reduce costs by $2 ‍billion over the next...