US46654Q7245 - HELO (XNYS)
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF ETF
60,74 USD
Datenpunkt: | () |
Portfolio-Wert (am Datenpunkt, ) | |
Portfolio-Wert (am Anfang der Periode, n/a) | - |
Wertveränderung | |
Wertveränderung % |
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J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF
Neuer Vergleichswert
Aktuelle Kurse von J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF
Börse | Ticker | Währung | Letzter Umsatz | Kurs | Tagesveränderung | Tagesveränderung % |
---|---|---|---|---|---|---|
NYSE |
HELO
|
USD
|
19.09.2024 21:59
|
60,74 USD
| 60,11 USD | 1,05 % |
Performance
Tag | Woche | Monat | 3 Monate | 6 Monate | 1 Jahr | 5 Jahre |
---|---|---|---|---|---|---|
0,00 % | 1,03 % | 1,81 % | 3,86 % | 9,28 % | 21,87 % | 21,87 % |
Firmenprofil zu J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF ETF
HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide exposure to the S&P 500 Index. The positions are laddered over multiple three-month periods staggered a month apart. The positions will expire at various dates such that each period, a portion of the options portfolio resets. The long puts are initiated at a higher strike price and the fund also sells puts at a lower strike price, resulting in a put option spread. The put spreads are partially funded by writing calls, which effectively caps the fund's upside participation. Note that the strategy will not be most profitable in rising markets and may not provide protection when the market is only slightly down.
Unternehmensdaten zum J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF ETF
Name J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF
Firma J.P. Morgan Exchange-Traded Fun
Symbol HELO
Heimatbörse
NYSE
ISIN US46654Q7245
Wertpapierart ETF
Sektor Financial Services
Branche Asset Management
Marktkapitalisierung 1 Mrd.
Land Vereinigte Staaten von Amerika
Währung USD
Mitarbeiter -
IPO Datum 2023-09-29
Dividenden von J.P. Morgan Exchange-Traded Fund Trust JPMorgan Hedged Equity Laddered Overlay ETF
Ex-Datum | Dividende pro Aktie |
---|---|
25.06.2024 | 0,08 USD |
19.03.2024 | 0,05 USD |
19.12.2023 | 0,10 USD |
Ticker Symbole
Name | Symbol |
---|---|
NYSE | HELO |
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