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JPMorgan Hedged Equity Laddered Overlay (HELO) ETF Holdings & Analysis
ETFOther
What HELO does
The Fund seeks to provide capital appreciation. It invests at least 80% of its assets in equity securities. The fund uses an enhanced index strategy to invest in equity securities similar to those in the S&P 500 Index which primarily consist of common stocks of large capitalization US companies.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| NVIDIA CORP COMMON STOCK | 8.28% | |
| APPLE INC COMMON STOCK | 6.73% | |
| MICROSOFT CORP COMMON | 6.13% | |
| AMAZON.COM INC COMMON | 4.21% | |
| ALPHABET INC-CL A - | 2.98% | |
| BROADCOM INC COMMON | 2.79% | |
| JPMORGAN PRIME MONEY | 2.31% | |
| ALPHABET INC-CL C - | 2.13% | |
| META PLATFORMS INC | 1.97% | |
| MICRON TECHNOLOGY INC | 1.69% |
Sector allocation
| Basic Materials | 1.72% |
| Communication Services | 9.72% |
| Consumer Cyclical | 11.07% |
| Consumer Defensive | 3.40% |
| Energy | 3.32% |
| Financial Services | 11.80% |
| Healthcare | 9.05% |
| Industrials | 8.12% |
| Real Estate | 1.78% |
| Technology | 37.93% |
| Utilities | 2.09% |
Geographic allocation
| United States | 93.16% |
| Other | 3.05% |
| Ireland | 2.03% |
| Singapore | 0.60% |
| Netherlands | 0.53% |
| United Kingdom | 0.35% |
| Switzerland | 0.24% |
| Bermuda | 0.04% |
PortView Portfolio Insights
PortView analyzes how HELO fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
Analyze HELO in PortView →Related securities
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Frequently asked questions
- What does HELO track?
- HELO is the JPMorgan Hedged Equity Laddered Overlay ETF, a Other ETF.
- What is the expense ratio of HELO?
- Expense ratio data for HELO is shown on the page when available from our data provider.
- What are the largest holdings in HELO?
- Top holdings include NVDA, AAPL, MSFT, AMZN, GOOGL.
- How can PortView analyze HELO overlap with other ETFs?
- PortView computes the holdings overlap between HELO and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.