HOLA - ETF AI Analysis
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JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Results
The ETF has delivered positive year-to-date performance, showing that its strategy has worked reasonably well so far this year.
Leading Winners in Top Holdings
Several of the largest positions, including ASML, Shell, and HSBC, have shown strong gains, helping support the fund’s overall returns.
Broad International Diversification
The fund spreads its investments across many countries such as Japan, the UK, France, and Germany, which helps reduce reliance on any single market.
Negative Factors
Mixed Recent Performance
While the year-to-date return is positive, the ETF has been roughly flat over the last three months, suggesting momentum has cooled recently.
Several Weak Top Holdings
Some major positions like Nestlé, Toyota, Roche, and Safran have been weak this year, which can drag on the fund’s overall performance.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning investors pay a noticeable ongoing fee compared with some cheaper ETFs.
HOLA vs. SPDR S&P 500 ETF (SPY)
AUM277.96M
RegionGlobal
Expense Ratio0.50%
Beta0.60
IssuerJPMorgan
Inception DateJul 11, 2025
Dividend Yield2.96%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,990
30 Day Avg. Volume22,200
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
61.86Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering208
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HOLA Summary
HOLA is an international stock ETF from JPMorgan that invests in large and mid-sized companies outside the U.S., mainly in countries like Japan, the UK, France, and Germany. It doesn’t track a set index, but instead is actively managed and uses strategies to smooth out ups and downs and hedge currency moves. Well-known holdings include Toyota, Nestlé, ASML, and AstraZeneca. Someone might invest in HOLA to diversify beyond the U.S. and seek long-term growth with some built-in risk management. A key risk is that foreign stocks can still rise and fall significantly with global markets.
How much will it cost me?The expense ratio for the JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is 0.30%, meaning you’ll pay $3 per year for every $1,000 invested. This is higher than average because the fund is actively managed and uses a sophisticated strategy, including currency hedging and options overlays, to reduce risk and enhance returns.
What would affect this ETF?HOLA's focus on global equities and its hedging strategy can benefit from stable international economic growth and a weakening U.S. dollar, which would enhance returns for foreign investments. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in key sectors like financials and technology could negatively impact performance. Its exposure to diverse sectors and top holdings in companies like ASML and AstraZeneca provides resilience but also ties its success to sector-specific trends and global market stability.
HOLA Top 10 Holdings
HOLA leans heavily on global blue chips, with Europe doing much of the heavy lifting. ASML is one of the main engines, rising steadily and giving the fund a strong tech backbone, while HSBC and Allianz add punch from the financial side with solid, rising trends. AstraZeneca provides a healthy dose of stability from the pharma corner. On the flip side, Toyota and Safran have been losing steam, and Nestlé has been more of a steady placeholder than a growth driver. Overall, it’s a broadly diversified international mix, not dominated by any single name.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.29% | $9.10M | €477.33B | 106.32% | 76 Outperform | |
| AstraZeneca | 2.10% | $5.82M | $292.69B | 32.74% | 80 Outperform | |
| Siemens | 1.65% | $4.57M | €185.31B | 21.53% | 74 Outperform | |
| Shell (UK) | 1.61% | $4.46M | £184.86B | 32.32% | 73 Outperform | |
| Allianz | 1.47% | $4.06M | €146.93B | 7.31% | 67 Neutral | |
| Nestlé SA | 1.46% | $4.05M | CHF205.30B | -1.29% | 71 Outperform | |
| HSBC Holdings | 1.42% | $3.94M | £226.99B | 58.35% | 80 Outperform | |
| Roche Holding AG | 1.31% | $3.64M | $327.04B | 22.13% | 73 Outperform | |
| Banco Santander | 1.22% | $3.38M | €149.64B | 62.09% | 73 Outperform | |
| Air Liquide | 1.21% | $3.35M | €108.88B | 5.52% | 66 Neutral |
HOLA Technical Analysis
Negative
―
Price Trends
53.47
Negative
53.34
Positive
Market Momentum
0.15
Positive
48.38
Neutral
15.17
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOLA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 53.63, equal to the 50-day MA of 53.47, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 48.38 is Neutral, neither overbought nor oversold. The STOCH value of 15.17 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HOLA.
HOLA Peer Comparison
Comparison Results
Performance Comparison
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
53.39
5.27
10.95%
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf ETF
―
―
―
DWLD
Davis Select Worldwide Etf
―
―
―
JSTC
Adasina Social Justice All Cap Global ETF
―
―
―
NANC
Unusual Whales Subversive Democratic Trading ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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