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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
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HELO Holdings Information

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Holdings Count
160
Total Assets
3.89B
Top 10 Percentage
39.18%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium

Top Holdings

160 Holdings as of Apr 14, 2026
160 Holdings as of Apr 14, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
8.40%
$326.49M
―
$4.60T
75.14%
41 Buy
1 Hold
1 Sell
Strong Buy
―
AAPL
Apple Inc
6.37%
$247.36M
―
$3.81T
28.04%
15 Buy
8 Hold
1 Sell
Moderate Buy
―
MSFT
Microsoft
5.38%
$209.01M
―
$2.85T
1.91%
35 Buy
3 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.56%
$177.18M
―
$2.58T
38.66%
42 Buy
3 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
3.29%
$127.90M
―
$1.80T
112.78%
27 Buy
4 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
3.27%
$127.06M
―
$3.88T
112.98%
25 Buy
5 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
2.58%
$100.25M
―
$1.61T
27.03%
39 Buy
6 Hold
0 Sell
Strong Buy
―
GOOG
Alphabet Inc. Class C
2.13%
$82.86M
―
$3.88T
108.33%
12 Buy
1 Hold
0 Sell
Strong Buy
―
TSLA
Tesla, Inc.
1.62%
$63.06M
―
$1.32T
43.32%
13 Buy
11 Hold
6 Sell
Hold
―
XOM
Exxon Mobil Corp.
1.57%
$60.90M
―
$636.01B
44.75%
13 Buy
7 Hold
1 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

34.62%Technology11.78%Financial11.64%Consumer Cyclical10.53%Communication Services8.96%Healthcare8.44%Industrials3.71%Consumer Defensive3.59%Energy2.42%Utilities1.97%Basic Materials1.86%Real Estate0.48%General34.62%Technology
Technology
34.62%
Financial
11.78%
Consumer Cyclical
11.64%
Communication Services
10.53%
Healthcare
8.96%
Industrials
8.44%
Consumer Defensive
3.71%
Energy
3.59%
Utilities
2.42%
Basic Materials
1.97%
Real Estate
1.86%
General
0.48%

Countries Breakdown

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

Breakdown By Smart Score

16.69%Outperform1020.84%Outperform928.87%Outperform89.34%Neutral77.25%Neutral64.67%Neutral55.87%Neutral43.48%Underperform32.26%Underperform20.73%Underperform18
The weighted average smart score of the HELO ETF is 8
10
16.69%
9
20.84%
8
28.87%
7
9.34%
6
7.25%
5
4.67%
4
5.87%
3
3.48%
2
2.26%
1
0.73%

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 ETF HELO’s holdings count?
    ETF HELO’s is holdings 160 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 3.89B.
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