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HOLA - AI Analysis
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JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)
Rating:68Neutral
Price Target:
$57.00
Positive Factors
Strong Top Holdings
Several key holdings, such as ASML Holding NV and SAFRAN SA, have delivered strong year-to-date performance, contributing positively to the ETF's returns.
Global Diversification
The ETF has exposure to multiple countries, including Japan, the UK, and France, reducing reliance on any single geographic market.
Reasonable Expense Ratio
With an expense ratio of 0.3%, the ETF offers competitive costs compared to many actively managed funds.
Negative Factors
Underperforming Holding
SAP SE, one of the top holdings, has shown negative year-to-date performance, which could drag on overall returns.
Sector Concentration Risk
The ETF is heavily weighted in Financials and Industrials, which together make up over 40% of the portfolio, increasing exposure to sector-specific risks.
Low U.S. Exposure
With only 3.46% of its portfolio allocated to U.S. companies, the ETF may miss out on opportunities in the world's largest economy.
HOLA vs. SPDR S&P 500 ETF (SPY)
AUM259.64M
RegionGlobal
Expense Ratio0.30%
Beta0.74
IssuerJPMorgan
Inception DateJul 11, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume33,701
30 Day Avg. Volume16,564
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
57.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering213
HOLA Summary
The JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is an actively managed fund that invests in a wide range of international companies across industries like financials, technology, and healthcare. It includes well-known names such as Nestlé and Siemens, and focuses on markets in countries like Japan, the UK, and Germany. This ETF is designed to reduce currency risks and market volatility, making it appealing for investors seeking global diversification and balanced growth. However, new investors should note that its performance can be affected by changes in international markets, which may experience ups and downs.
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
The HOLA ETF is leaning heavily on global financial and industrial giants, with companies like Siemens and Banco Santander driving steady gains thanks to strong profitability and strategic growth. Nestlé adds a touch of stability with its consistent performance, though margin pressures are worth watching. On the flip side, SAP SE has been lagging, weighed down by valuation concerns and mixed momentum, which slightly dampens the fund’s tech exposure. With a balanced mix of sectors and a global footprint, the ETF offers diversified growth but faces challenges in maintaining momentum across all holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 2.68% | $6.69M | €351.20B | 43.73% | 78 Outperform | |
| AstraZeneca | 2.04% | $5.09M | £194.71B | 12.08% | 75 Outperform | |
| Shell (UK) | 1.92% | $4.79M | £165.60B | 15.46% | 77 Outperform | |
| Siemens | 1.72% | $4.28M | €192.47B | 37.22% | 74 Outperform | |
| Nestlé SA | 1.54% | $3.83M | CHF198.32B | 1.28% | 65 Neutral | |
| Banco Santander | 1.45% | $3.61M | €133.41B | 114.30% | 66 Neutral | |
| SAP SE | 1.43% | $3.55M | €261.78B | 1.36% | 73 Outperform | |
| SAFRAN SA | 1.41% | $3.50M | €126.53B | 44.93% | 67 Neutral | |
| Allianz | 1.40% | $3.49M | €136.21B | 21.06% | 74 Outperform | |
| Sony | 1.21% | $3.01M | ¥26.36T | 61.18% | 74 Outperform |
HOLA Technical Analysis
Positive
―
Price Trends
51.51
Positive
Market Momentum
0.31
Positive
57.53
Neutral
72.51
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOLA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 52.17, equal to the 50-day MA of 51.51, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.31 indicates Positive momentum. The RSI at 57.53 is Neutral, neither overbought nor oversold. The STOCH value of 72.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HOLA.
HOLA Peer Comparison
Comparison Results
Performance Comparison
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
52.35
2.78
5.61%
KAT
Scharf ETF
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―
RGEF
Rockefeller Global Equity ETF
―
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―
DWLD
Davis Select Worldwide Etf
―
―
―
FMAG
Fidelity Magellan ETF
―
―
―
NANC
Unusual Whales Subversive Democratic Trading ETF
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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.
Disclaimer
This 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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