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

ETF | Others |

Last Closing

USD 61.02

Change

+0.20 (+0.33)%

Market Cap

USD 0.44B

Volume

0.19M

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: 2024-10-04 )

Largest Industry Peers for Others

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

-0.16 (-0.72%)

USD 65.72B
JEPI JPMorgan Equity Premium Income..

+0.24 (+0.41%)

USD 35.71B
DFAC Dimensional U.S. Core Equity 2..

+0.35 (+1.03%)

USD 31.07B
DTB DTE Energy Company 2020 Series

-0.10 (-0.47%)

USD 26.58B
JPST JPMorgan Ultra-Short Income ET..

-0.04 (-0.08%)

USD 25.99B
SGOV iShares® 0-3 Month Treasury B..

+0.04 (+0.04%)

USD 25.64B
GBTC Grayscale Bitcoin Trust (BTC)

+1.10 (+2.26%)

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

+1.41 (+1.49%)

USD 13.60B
JAAA Janus Detroit Street Trust - J..

+0.02 (+0.04%)

USD 12.46B
DFUV Dimensional US Marketwide Valu..

+0.53 (+1.28%)

USD 11.30B

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 15.39% 72% C 70% C-
Dividend Return 0.41% 5% F 5% F
Total Return 15.81% 69% C- 64% 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 82% 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