JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Dividend Yield, History & Forecast

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is an exchange-traded fund (ETF) listed on the New York Stock Exchange Arca. The most recent ex-dividend date was March 24, 2026, with payment scheduled for March 26, 2026. market capitalization is approximately $3.84B.

Frequently Asked Questions about JPMorgan Hedged Equity Laddered Overlay ETF (HELO)

When does JPMorgan Hedged Equity Laddered Overlay ETF pay distributions?
The most recent ex-dividend date was March 24, 2026. The next scheduled dividend payment date is March 26, 2026.
How many years has JPMorgan Hedged Equity Laddered Overlay ETF increased its dividend?
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) has increased its dividend for 2 consecutive years.
What does JPMorgan Hedged Equity Laddered Overlay ETF invest in?
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...