Jpmorgan Hedged Equity Laddered Overlay ETF HELO

JPMorganETFUnited States

$67.35

▲ +8.93% (1 anno)

202420252026

Statistiche

AUM (patrimonio)$3.99 B

TER (costo annuo)0.50%

Titoli160

Quotato dal28 set 2023

ValutaUSD

EmittenteJPMorgan

DomicilioUnited States

ISINUS46654Q7245

Prime posizioni

#1NVDA0.09%

#2AAPL0.07%

#3MSFT0.05%

#4AMZN0.04%

#5GOOGL0.04%

#6AVGO0.03%

#7GOOG0.02%

#8MU0.02%

#9META0.02%

#10LRCX0.02%

Ripartizione geografica

Ripartizione settoriale

Technology

38.3%

Financial Services

11.3%

Consumer Cyclicals

11.0%

Communication Services

10.1%

Healthcare

8.7%

Industrials

8.0%

Consumer Defensive

3.5%

Energy

3.3%

Utilities

2.1%

Basic Materials

1.9%

Real Estate

1.8%

Performance

YTD

+1.4%

1 mese

-0.5%

3 mesi

+3.6%

6 mesi

+1.6%

1 anno

+8.9%

3 anni

—

5 anni

—

Dall'inizio

+35.1%

Rendimenti mensili (%)

Anno	Gen	Feb	Mar	Apr	Mag	Giu	Lug	Ago	Set	Ott	Nov	Dic	Anno
2026	0.8	-0.5	-3.8	5.3	0.7	-1.0							+1.4%
2025	0.6	-0.6	-8.3	4.7	2.1	2.8	-0.3	2.3	1.4	0.8	0.9	0.4	+6.5%
2024	3.2	1.3	1.3	-0.5	2.5	2.6	-1.1	4.0	1.3	0.5	2.8	-1.0	+18.0%
2023										1.7	2.9	1.4	+6.1%

Rendimenti di prezzo in valuta del fondo, da chiusure settimanali (≈ fine mese). Indicativi.

ETF simili

JEPI

JPMorgan Equity Premium Income ETF

TER 0.35%$44.55 B

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

TER 0.35%$40.15 B

JPST

JPMorgan Ultra-Short Income ETF

TER 0.18%$38.84 B

BBJP

JPMorgan BetaBuilders Japan ETF

TER 0.19%$17.68 B

JCPB

J.P. Morgan Exchange-Traded Fund Trust

TER 0.38%$13.02 B

JIRE

JPMorgan International Research Enhanced Equity ETF

TER 0.24%$11.07 B

ETF USA · prezzi TwelveData · dati fondo API Ninjas / SEC EDGAR. Dati indicativi, non è consulenza finanziaria.