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JPMorgan Hedged Equity Laddered Overlay ETF (HELO): ETF

ETF traded on ARCX under symbol HELO. Quoted in usd.

JPMorgan Hedged Equity Laddered Overlay ETF logo

JPMorgan Hedged Equity Laddered Overlay ETF

+0.39%$69.52
ARCX:HELOUS Equity
AUM $4.9B·YTD --·Yield --
JPMorgan Hedged Equity Laddered Overlay ETF logoARCX:HELO$69.52+0.39%

Top Holdings

39.7% of portfolio in top 10 holdings

Concentrated in Technology (38.8%)

NVIDIA CORP COMMON STOCK logo
NVDA
NVIDIA CORP COMMON STOCK
8.30%
APPLE INC COMMON STOCK logo
AAPL
APPLE INC COMMON STOCK
7.19%
MICROSOFT CORP COMMON logo
MSFT
MICROSOFT CORP COMMON
6.61%
AMAZON.COM INC COMMON logo
AMZN
AMAZON.COM INC COMMON
4.17%
ALPHABET INC-CL A - logo
GOOGL
ALPHABET INC-CL A -
2.86%
BROADCOM INC COMMON logo
AVGO
BROADCOM INC COMMON
2.55%
META PLATFORMS INC logo
META
META PLATFORMS INC
2.18%
JPMORGAN PRIME MONEY
Other
2.13%
ALPHABET INC-CL C - logo
GOOG
ALPHABET INC-CL C -
2.05%
MICRON TECHNOLOGY INC logo
MU
MICRON TECHNOLOGY INC
1.65%
EXXONMOBIL HOLDINGS CORP logo
XOM
EXXONMOBIL HOLDINGS CORP
1.52%
JOHNSON & COMMON logo
JNJ
JOHNSON & COMMON
1.45%
TESLA INC COMMON STOCK logo
TSLA
TESLA INC COMMON STOCK
1.33%
ADVANCED MICRO DEVICES logo
AMD
ADVANCED MICRO DEVICES
1.32%
MASTERCARD INC COMMON logo
MA
MASTERCARD INC COMMON
1.31%
ELI LILLY AND COMPANY logo
LLY
ELI LILLY AND COMPANY
1.31%
BERKSHIRE HATHAWAY INC logo
BRK-B
BERKSHIRE HATHAWAY INC
1.25%
ABBVIE INC COMMON STOCK logo
ABBV
ABBVIE INC COMMON STOCK
1.22%
VISA INC COMMON STOCK logo
V
VISA INC COMMON STOCK
1.03%
RTX CORP logo
RTX
RTX CORP
1.02%
ACCENTURE PLC COMMON logo
ACN
ACCENTURE PLC COMMON
0.92%
LAM RESEARCH CORP COMMON logo
LRCX
LAM RESEARCH CORP COMMON
0.91%
TRANE TECHNOLOGIES PLC
Other
0.89%
EOG RESOURCES INC COMMON logo
EOG
EOG RESOURCES INC COMMON
0.89%
NEXTERA ENERGY INC logo
NEE
NEXTERA ENERGY INC
0.88%

Institutional Holders

Sector Breakdown

HELO sector weights
SectorWeight
Technology38.82%
Financial Services10.92%
Consumer Cyclical10.09%
Healthcare9.39%
Communication Services9.32%
Industrials6.08%
Energy3.65%
Consumer Defensive3.46%
Cash & Others2.84%
Utilities2.04%
Basic Materials1.75%
Real Estate1.62%

Holdings Treemap

Country Allocation

HELO country weights
CountryWeight
United States95.07%
Ireland3.16%
Netherlands0.58%
Singapore0.52%
United Kingdom0.36%
Switzerland0.31%