HELO:NYE-J.P. Morgan Exchange-Traded Fund Trust (USD)

ETF | Others |

Last Closing

USD 60.69

Change

+0.09 (+0.15)%

Market Cap

USD 0.44B

Volume

0.62M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-23 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE Southern Company (The) Series ..

+0.07 (+0.32%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.17 (+0.29%)

USD 35.41B
QQQM Invesco NASDAQ 100 ETF

+0.21 (+0.11%)

USD 31.98B
DFAC Dimensional U.S. Core Equity 2..

+0.09 (+0.27%)

USD 30.37B
DTB DTE Energy Company 2020 Series

-0.13 (-0.60%)

USD 26.58B
SGOV iShares® 0-3 Month Treasury B..

+0.03 (+0.03%)

USD 25.69B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 25.59B
GBTC Grayscale Bitcoin Trust (BTC)

+0.38 (+0.76%)

USD 23.75B
AVUV Avantis® U.S. Small Cap Value..

-0.46 (-0.48%)

USD 13.04B
JAAA Janus Detroit Street Trust - J..

+0.01 (+0.02%)

USD 12.23B

ETFs Containing HELO

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.77% 74% C 71% C-
Dividend Return 0.26% 5% F 4% F
Total Return 15.03% 72% C 65% D
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) N/A N/A N/A N/A N/A
Risk Adjusted Return N/A N/A N/A N/A N/A
Market Capitalization 0.44B 81% B- 46% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike