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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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HELO Holdings Information

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Holdings Count
155
Total Assets
4.77B
Top 10 Percentage
39.51%
Asset Class
Equity
Category
Size And Style
Region
North America
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Top Holdings

155 Holdings as of Aug 21, 2026
155 Holdings as of Aug 21, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
8.37%$400.58M―$5.25T20.64%
26 Buy
0 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.63%$317.01M―$4.54T35.82%
16 Buy
11 Hold
4 Sell
Moderate Buy
―
MSFT
Microsoft
5.98%$286.05M―$3.57T-4.73%
33 Buy
1 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.43%$212.10M―$2.81T13.02%
38 Buy
1 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
3.09%$148.02M―$4.15T67.31%
24 Buy
5 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
2.76%$131.96M―$1.73T25.32%
24 Buy
4 Hold
0 Sell
Strong Buy
―
JIMXX
JPMorgan Trust I Prime Money Market Fund -IM-
2.38%$113.99M―――――
GOOG
Alphabet Inc. Class C
2.21%$105.95M―$4.15T65.32%
11 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
1.88%$89.81M―$1.39T-27.15%
37 Buy
5 Hold
0 Sell
Strong Buy
―
MU
Micron Technology
1.77%$84.81M―$1.10T721.53%
30 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

37.35%Technology11.18%Financial10.54%Consumer Cyclical9.15%Healthcare9.13%Communication Services7.43%Industrials3.33%Energy3.30%Consumer Defensive3.16%General2.01%Utilities1.73%Basic Materials1.71%Real Estate37.35%Technology
Technology
37.35%
Financial
11.18%
Consumer Cyclical
10.54%
Healthcare
9.15%
Communication Services
9.13%
Industrials
7.43%
Energy
3.33%
Consumer Defensive
3.30%
General
3.16%
Utilities
2.01%
Basic Materials
1.73%
Real Estate
1.71%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

12.97%Outperform1014.63%Outperform923.76%Outperform828.18%Neutral711.91%Neutral63.48%Neutral51.58%Neutral42.14%Underperform31.36%Underperform28
The weighted average smart score of the HELO ETF is 8
10
12.97%
9
14.63%
8
23.76%
7
28.18%
6
11.91%
5
3.48%
4
1.58%
3
2.14%
2
1.36%
1
0.00%

HELO ETF News

See More HELO News
See More HELO News

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are NVDA, AAPL, MSFT.
    What is HELO’s holding count?
    ETF HELO’s is holdings 155 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 4.77B.
        What sector is HELO most exposed to?
        HELO is most exposed to 37.35% Technology of its holdings.
          How concentrated is HELO?
          HELO’s top 10 holdings represent 39.51% of the fund.
            What is HELO’s average Smart Score?
            The weighted average Smart Score of HELO is 8.
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