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HELO
JPMorgan Hedged Equity Laddered Overlay ETF
Overview
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HELO Holdings Information

HELO has a total of 162 holdings. The top 10 holdings account for 37.84%.
Compare
Holdings Count
162
Total Assets
2.56B
Top 10 Percentage
37.84%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium
162 Holdings as of Jan 31, 2025
162 Holdings as of Jan 31, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
6.82%
$175.14M
―
$3.09T
2.79%
28 Buy
3 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.73%
$172.79M
―
$3.57T
26.30%
19 Buy
9 Hold
4 Sell
Moderate Buy
―
NVDA
Nvidia Corporation
6.45%
$165.68M
―
$3.05T
90.50%
37 Buy
3 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.82%
$123.90M
―
$2.47T
49.22%
40 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
3.42%
$87.97M
―
$1.73T
74.57%
42 Buy
3 Hold
1 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
2.34%
$60.03M
―
$2.47T
44.53%
21 Buy
8 Hold
0 Sell
Moderate Buy
―
TSLA
Tesla Motors
2.03%
$52.10M
―
$1.28T
114.23%
12 Buy
12 Hold
9 Sell
Hold
―
MA
Mastercard Inc
1.83%
$47.04M
―
$519.47B
20.50%
24 Buy
2 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
1.74%
$44.66M
―
$1.01T
84.39%
23 Buy
3 Hold
0 Sell
Strong Buy
―
V
Visa Inc.
1.66%
$42.68M
―
$672.73B
23.37%
22 Buy
3 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

32.60%Technology13.88%Consumer Cyclical13.47%Financial10.58%Healthcare9.11%Communication Services7.73%Industrials3.23%Energy3.20%Consumer Defensive2.34%Utilities1.99%Real Estate1.87%Basic Materials32.60%Technology
Technology
32.60%
Consumer Cyclical
13.88%
Financial
13.47%
Healthcare
10.58%
Communication Services
9.11%
Industrials
7.73%
Energy
3.23%
Consumer Defensive
3.20%
Utilities
2.34%
Real Estate
1.99%
Basic Materials
1.87%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

20.94%Outperform1016.99%Outperform918.89%Outperform812.50%Neutral710.49%Neutral613.59%Neutral53.64%Neutral40.97%Underperform31.72%Underperform20.26%Underperform18
The weighted average smart score of the HELO ETF is 8
10
20.94%
9
16.99%
8
18.89%
7
12.50%
6
10.49%
5
13.59%
4
3.64%
3
0.97%
2
1.72%
1
0.26%

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are MSFT, AAPL, NVDA.
    What is ETF HELO’s holdings count?
    ETF HELO’s is holdings 162 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 2.56B.

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