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

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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.


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