JPMorgan Hedged Equity Laddered Overlay ETF (HELO) — ETF Analysis on Winston

Key Facts

• Issuer: J.P. Morgan
• Asset Class: Stock
• Price: $67.80
• Expense Ratio: 50.00%
• Assets Under Management: $4.0B
• Number of Holdings: 170
• Inception Date: 2023-09-28
• Currency: USD

Winston Score

JPMorgan Hedged Equity Laddered Overlay ETF has a Winston Score of 65 out of 100.

Performance

• 1-Year Return: 13.96%
• 3-Year Return: 34.97%
• 5-Year Return: 34.97%

Top Holdings

NVIDIA CORP COMMON STOCK (N/A%), APPLE INC COMMON STOCK (N/A%), MICROSOFT CORP COMMON (N/A%), AMAZON.COM INC COMMON (N/A%), ALPHABET INC-CL A - (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)