HOLA - ETF AI Analysis

Top Page

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)

Rating:68Neutral

Price Target:―

HOLA, the JPMorgan International Hedged Equity Laddered Overlay ETF, earns a solid overall rating driven mainly by high-quality global leaders like AstraZeneca and HSBC, which show strong financial performance, positive earnings outlooks, and supportive valuations. Other major holdings such as ASML, Siemens, Shell, Roche, and Nestlé add to the fund’s strength through solid cash flow and industry positioning, though some face valuation concerns, mixed technical signals, or profitability challenges that slightly weigh on the rating. The main risk factor is that many top holdings share issues like high valuations or short-term technical weakness, which could increase volatility if market conditions turn against these types of stocks.

Positive Factors

Broad International Diversification

The fund spreads its investments across many countries in Europe and Asia-Pacific, which helps reduce the impact of problems in any single market.

Balanced Sector Mix

Holdings are spread across financials, industrials, technology, health care, and several other sectors, limiting reliance on just one part of the economy.

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.

Negative Factors

Heavy Tilt Toward Financials

A large share of the portfolio is in financial stocks, which can make the fund more sensitive to banking and interest-rate risks.

Mixed Results Among Top Holdings

While some leading positions like ASML and Siemens have performed strongly, others such as AstraZeneca, Allianz, and Nestlé have been weak, creating uneven contribution to returns.

Limited U.S. Exposure

The fund has only a small allocation to U.S. stocks, so investors relying on U.S. market strength will not get much support from this ETF.

HOLA vs. SPDR S&P 500 ETF (SPY)

AUM273.57M

RegionGlobal

Expense Ratio0.30%

Beta0.67

IssuerJPMorgan

Inception DateJul 11, 2025

Dividend Yield2.91%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume17,225

30 Day Avg. Volume27,234

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

61.72

Price 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 companies outside the U.S., mainly in Japan, the UK, Germany, and France. It doesn’t track a set index, but instead is actively managed and uses strategies to try to smooth out ups and downs and hedge currency moves. The fund owns many well-known global companies such as ASML, Nestlé, and AstraZeneca, and spreads money across financials, industrials, tech, and health care, which can help with diversification and long-term growth. A key risk is that foreign stocks can still rise and fall sharply 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 European blue chips, with ASML, Siemens, and Roche doing much of the heavy lifting as their shares have been steadily rising and giving the fund a solid growth backbone in tech, industrials, and health care. Big banks like Banco Santander and HSBC are also climbing, adding some financial muscle to returns. On the flip side, consumer giant Nestlé has been losing steam, and Allianz looks a bit sluggish, which slightly offsets the gains. Overall, it’s a globally diversified, ex-U.S.-style mix with a noticeable tilt toward European financials and industrials.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
ASML	ASML Holding NV	3.36%	$9.18M	€464.34B	67.81%	76 Outperform
AZN	AstraZeneca	2.05%	$5.60M	£210.86B	19.89%	80 Outperform
SIE	Siemens	1.79%	$4.88M	€199.98B	24.44%	74 Outperform
SHEL	Shell (UK)	1.77%	$4.83M	£158.23B	4.31%	73 Outperform
SAN	Banco Santander	1.66%	$4.53M	€158.18B	124.88%	73 Outperform
ROG	Roche Holding AG	1.45%	$3.96M	CHF279.83B	41.58%	73 Outperform
ALV	Allianz	1.43%	$3.90M	€140.80B	18.45%	67 Neutral
HSBA	HSBC Holdings	1.41%	$3.85M	£220.77B	51.99%	80 Outperform
NESN	Nestlé SA	1.35%	$3.69M	CHF185.72B	12.00%	71 Outperform
UCG	UniCredit SpA	1.31%	$3.58M	€114.41B	85.13%	75 Outperform

HOLA Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

52.41

Positive

100DMA

51.39

Positive

200DMA

Market Momentum

MACD

0.50

Positive

RSI

62.39

Neutral

STOCH

72.69

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 53.74, equal to the 50-day MA of 52.41, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.50 indicates Positive momentum. The RSI at 62.39 is Neutral, neither overbought nor oversold. The STOCH value of 72.69 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
HOLA	―	―	$273.57M	0.30%	―
RGEF	―	―	$785.25M	0.55%	―
KAT	―	―	$736.51M	0.75%	―
DWLD	―	―	$530.98M	0.63%	―
JSTC	―	―	$271.76M	0.89%	―
NANC	―	―	$269.26M	0.72%	―

Performance Comparison

HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF

54.23

6.11

12.70%

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

―

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: ―

Table of Contents