JP Morgan Adds Futures ETF to Lineup

J.P. Morgan Asset Management has expanded its alternative lineup with the launch of the JPMorgan Managed Futures Plus ETF (JPFP) on the Nasdaq. The actively managed fund combines a core U.S. equity allocation with a systematic managed futures strategy spanning equities, bonds, currencies, and commodities.

ETF Trends • May 29, 2026

3 Defensive ETFs for Today's Market Volatility

These ETFs can stabilize a portfolio when markets get choppy.

Morningstar • May 7, 2026

Beyond JEPI: Exploring JP Morgan's Active ETF Bench

Beneath the headline-grabbing yields of the JPMorgan's flagship duo the JPMorgan Equity Premium Income ETF (JEPI) and the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), a broader active bench is taking shape.

ETF Trends • Apr 27, 2026

Two hedged ETFs that retirees can use for relative safety in a bear market

A quick reminder for anyone who's already forgotten about 2022: that year, the classic 60/40 balanced portfolio of stocks and bonds didn't provide much protection.

24/7 Wall Street • Apr 22, 2026

HELO: Working As Designed

JPMorgan Hedged Equity Laddered Overlay ETF offers S&P 500 exposure with half the volatility, using a collar options strategy to limit downside. HELO's structure sacrifices some upside in bull markets but consistently delivers smaller drawdowns during risk-off periods, making it ideal for conservative positioning. Current market conditions make outright put option hedging expensive; HELO provides a more cost-effective, lower-volatility alternative for downside protection.

Seeking Alpha • Mar 17, 2026

Hamilton Reiner on Navigating Volatility With Active ETFs

Options-based ETFs were in vogue in 2025 with derivative income ETFs gathering $54 billion to boost their asset base to $127 billion. Meanwhile, defined outcome strategies, which managed $76 billion, swelled by $13 billion  While asset managers continue to build out their lineup to meet growing demand, the two largest funds are offered by JPMorgan.

ETF Trends • Feb 2, 2026

J.P. Morgan Says HOLA to Lower-Risk International ETF

J.P. Morgan Asset Management launched the JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) on the NYSE Arca today. According to the prospectus, the fund is designed to provide income through a diversified international equity portfolio while hedging overall market exposure.

ETF Trends • Jul 14, 2025

HELO: Cutting Volatility And Market Upside As Well

JPMorgan Hedged Equity Laddered Overlay ETF combines fundamental stock selection and SPY options to reduce downside risk. Despite an undeniable success at cutting volatility, HELO has given up a lot of market upside and underperformed SPY in risk-adjusted return. With only 21 months of track record, we still have to see how HELO behaves in a bear market or a deep correction.

Seeking Alpha • Jul 10, 2025

Invest In 6 Funds For A Potential $5,000 Monthly Income

The market is highly volatile, but it also offers opportunities. Building a fund-based portfolio with ETFs offers diversification and low maintenance. With the right funds, we can achieve high income, growth, capital conservation, and reduced volatility. The proposed portfolio of just 6 funds targets a 6% yield, providing $5,000 monthly income on a $1 million investment.

Seeking Alpha • Apr 20, 2025

How To Build A $500,000 Retirement Portfolio For Stability, Income And Growth

The article explains how to build a balanced, risk-averse, income-producing, and growth-oriented retirement portfolio with just five diversified funds to ensure simplicity and manageability. Despite market volatility, staying invested is crucial as cash rarely outperforms inflation; a SWAN portfolio aims for peace of mind and steady growth. The portfolio targets 5% income, 3-4% growth in addition to income, and 30% lower drawdowns and volatility.

Seeking Alpha • Mar 29, 2025