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JPMorgan Hedged Equity Laddered Overlay ETF

Feb 06 • 04:00PM ET

67.16

+0.86 1.30 %

Financial • Exchange Traded Fund • USA • NYSE

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	7.40%	Total Holdings	164	Perf Week	0.28%
Sponsor	JPMorgan Chase	ETF Type		Tags	equity	Return% 3Y	-	AUM	3.80B	Perf Month	0.54%
Fund Family		Bond Type		Tags	large-cap	Return% 5Y	-	NAV/sh		Perf Quarter	2.53%
Index	-	Average Maturity		Tags	SP500	Return% 10Y		52W High	67.35 -0.28%	Perf Half Y	6.27%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	56.11 19.69%	Perf YTD	1.10%
Active/Passive		Quant Type		Tags	-	Flows% 1M	3.26%	Volatility	0.82% 0.65%	Perf Year	6.86%
Dividend TTM	0.44 (0.66%)	ESG Type		Tags	-	Flows% 3M	5.06%	ATR (14)	0.50	Perf 3Y	-
Dividend Ex-Date	Dec 16, 2025	Dividend Type		Sector/Theme		Flows% YTD	4.07%	RSI (14)	55.79	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.58	Perf 10Y	-
Expense	0.50%	Growth/Value		SMA20	0.51%	Flows% 3Y		Rel Volume	0.76	Prev Close	66.30
Inverse/Leveraged		Market Cap		SMA50	0.89%	Flows% 5Y		Avg Volume	346.55K	Price	67.16
IPO	Sep 29, 2023	Option/Short	No / Yes	SMA200	4.72%	Trades		Volume	263,331	Change	1.30%

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Jpmorgan Hedged Equity Laddered Overlay ETF seeks to provide capital appreciation. The fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index, which primarily consist of common stocks of large capitalization U.S. companies.

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JPMorgan Hedged Equity Laddered Overlay ETF

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