HOLA - ETF AI Analysis
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JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)
Rating:67Neutral
Price Target:―
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)
AUM273.75M
RegionGlobal
Expense Ratio0.50%
Beta0.70
IssuerJPMorgan
Inception DateJul 11, 2025
Dividend Yield2.98%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,506
30 Day Avg. Volume28,714
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
60.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering210
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’s story is all about international blue chips, with a clear tilt toward European financials and industrials. Banks and insurers like Banco Santander, Allianz, and HSBC have been lagging lately, quietly putting a brake on returns, while Siemens and Safran in industrials are also losing steam. On the brighter side, energy giant Shell has been rising and helps offset some of that weakness, and ASML’s longer-term strength still supports the fund despite recent choppiness. With holdings spread across Europe and Japan, HOLA offers global exposure without leaning on U.S. tech heavyweights.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.06% | $8.17M | €425.45B | 94.11% | 76 Outperform | |
| AstraZeneca | 2.10% | $5.61M | $311.06B | 44.19% | 80 Outperform | |
| Shell (UK) | 1.71% | $4.58M | £200.24B | 49.04% | 73 Outperform | |
| Siemens | 1.42% | $3.80M | €160.08B | 14.34% | 74 Outperform | |
| Nestlé SA | 1.39% | $3.71M | CHF197.89B | -1.15% | 71 Outperform | |
| Toyota Motor | 1.35% | $3.60M | ¥42.38T | 33.91% | 80 Outperform | |
| Allianz | 1.33% | $3.56M | €139.06B | 12.87% | 67 Neutral | |
| HSBC Holdings | 1.30% | $3.49M | £217.78B | 72.39% | 80 Outperform | |
| Roche Holding AG | 1.28% | $3.43M | $314.74B | 34.95% | 73 Outperform | |
| Novartis AG | 1.27% | $3.40M | CHF218.71B | 35.15% | 80 Outperform |
HOLA Technical Analysis
Positive
―
Price Trends
53.60
Negative
52.85
Positive
Market Momentum
-0.26
Negative
51.48
Neutral
64.25
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 52.41, equal to the 50-day MA of 53.60, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.26 indicates Negative momentum. The RSI at 51.48 is Neutral, neither overbought nor oversold. The STOCH value of 64.25 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
52.92
4.80
9.98%
RGEF
Rockefeller Global Equity ETF
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KAT
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JSTC
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NANC
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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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