HELO: A Better Mouse Trap [Seeking Alpha]
JP Morgan Chase & Co. (JPM)
Last jp morgan chase & co. earnings: 4/14 06:43 am
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jpmorganchase.com/corporate/investor-relations/investor-relations.htm
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Source: Seeking Alpha
The Fund has outperformed its larger sibling funds, the JPMorgan Hedged Equity Fund, as its rolling hedge windows reduce hedging friction. With markets at all-time highs and stretched valuations, investors may want to consider adding the HELO ETF for hedged equity exposure. A few months ago, I reviewed the JPMorgan Hedged Equity Laddered Overlay ETF ( NYSEARCA: HELO ) and recommended the fund as a tentative buy. Although the fund was new, the underlying strategy employed by HELO made sense and has been well-tested with the JPMorgan Hedged Equity Fund ( JHEQX ) for years. So far, the HELO ETF is meeting my expectations, delivering a solid 6.6% in the past 6 months (Figure 1). While HELO has underperformed the S&P 500 Index, that is to be expected as the fund trades off upside returns in exchange for reduced volatility. With markets at all-time highs and valuations stretched, investors may want to add some hedged equity exposure into their portfolios with the HELO ETF. Brief
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JPM
Earnings
- 4/12/24 - Beat
JPM
Sec Filings
- 5/15/24 - Form 424B2
- 5/15/24 - Form 424B2
- 5/15/24 - Form 424B2
- JPM's page on the SEC website