Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
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Defined Outcome

J.P. Morgan·2 of 80 funds·1% of J.P. Morgan’s moneyIn the market’s Defined Outcome bucket: 404 ETFs · $102B · +6.0% YTD

Data as of Nov 6, 2026 · a scoreboard, not advice

1Y record
2–0
Made money
100%
Assets
$4.9B
Share of Defined Outcome
5%

Story of the Week

Week of Nov 2–6, 2026
BUFR$10.9BHELO$4.9BBALT$3.3BSFLR$2.2BBUFD$2.2BBUFQ$1.7BFJAN$1.5BFMAY$1.5BFAUG$1.4BFJUN$1.4BDefined Outcome ETFs · current AUMJ.P. Morgan · 1 fund$4.9BFirst Trust · 7 funds$20.7BThe 10 Largest Defined Outcome ETFsTodayJ.P. Morgan funds in gold1 of 10are J.P. Morgan’s
02 / 03

J.P. Morgan’s Total Defined Outcome Funds

1Y
2 funds · 100% made money new: under a year old
Made money$4.9B
HELO+4.3%$4.9BHEQQ+3.1%$29.9M
J.P. Morgan defined outcome ETFs · past-year returns · as of Nov 6, 2026 · one tile per fund, largest first
@TheETFTracker·theetftracker.com

J.P. Morgan in Defined Outcome

Today
J.P. Morgan $4.9BEveryone else $97.0B

J.P. Morgan holds 5% of Defined Outcome AUM

J.P. Morgan ETFs · current holdings · as of Nov 6, 2026
@TheETFTracker·theetftracker.com

J.P. Morgan’s Defined Outcome Funds vs AUM

Today
0%of the funds5%of the AUM
Defined Outcome ETFsFundsAUM
J.P. Morgan2 · 0%$4.9B · 5%
Everyone else402 · 100%$97.0B · 95%
Defined Outcome ETFs · current AUM · as of Nov 6, 2026 · 404 funds
@TheETFTracker·theetftracker.com

Top 2 J.P. Morgan Defined Outcome ETFs

Today
$4.9B of $4.9B
#FundAUM ▼1YFee
1HELOJPMorgan Hedged Equity Laddered Overlay$4.9B+4.3%$0.50
2HEQQJPMorgan Nasdaq Hedged Equity Laddered Overlay$29.9M+3.1%$0.50
J.P. Morgan defined outcome ETFs · current AUM · as of Nov 6, 2026 · fee per $100 a year
@TheETFTracker·theetftracker.com

Compare Defined Outcome Names

Open versus in desk

HELO vs BUFR

YTD
HELO
J.P. Morgan · $4.9B
+2.5%
BUFR
First Trust · $10.9B
+7.0%
Jan 1Nov 5+2.5%+7.0%
+4.3%Past year+9.1%
$4.9BAssets$10.9B
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPI vs HELO

1Y
JEPI
J.P. Morgan · $46.1B
+8.3%
HELO
J.P. Morgan · $4.9B
+4.3%
Nov 5, 2025Nov 5, 2026+8.3%+4.3%
+5.2%Year to date+2.5%
0.35%Fee0.50%
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

The Year in J.P. Morgan Defined Outcome ETFs

J.P. Morgan’s Defined Outcome ETF Record

1Y
2–0made money · lost
of 2 with a full year
100%all ETFs 76%
Each bar is one fund · 1Y return
0 lost2 made money
J.P. Morgan defined outcome ETFs · past-year returns · as of Nov 6, 2026
@TheETFTracker·theetftracker.com

J.P. Morgan’s Defined Outcome ETF Fees

Today
$0.50per $100 a year, typical
Funds at each fee · per $100 a year
2 funds at $0.50$4.9B · 100% of the money
J.P. Morgan defined outcome ETFs · current fees · as of Nov 6, 2026
@TheETFTracker·theetftracker.com

Inside Defined Outcome

Largest ETFs in Each Kind

YTD
KindFunds3 biggestMoneyAssetsYTD
Buffer373BUFR · BUFD · BUFQ$86.9B+6.3%
Hedged equity31HELO · BALT · SFLR$14.9B+3.9%
Bold J.P. Morgan fund among the kind’s 3 biggestWhole kindYTD asset-weighted
Defined Outcome ETFs · year-to-date returns, asset-weighted · as of Nov 6, 2026
@TheETFTracker·theetftracker.com
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