JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
NYSEARCA: HELO · Real-Time Price · USD
65.37
+0.04 (0.06%)
Nov 14, 2025, 4:00 PM EST - Market closed

HELO Holdings Information

HELO is an equity ETF with a total of 164 individual holdings. The top holdings are NVIDIA stock at 8.55%, Apple at 7.22%, Microsoft at 7.20%, Amazon.com at 4.33%, and Alphabet at 2.84%.

Total Holdings
25
Top 10 Percentage
40.87%
Asset Class
Equity
ETF Category
Equity Hedged
Assets
3.53B
PE Ratio
27.94

Sector Allocation

Top 25 Holdings

No.SymbolName WeightShares
1NVDANVIDIA Corporation8.55%1,587,579
2AAPLApple Inc.7.22%936,586
3MSFTMicrosoft Corporation7.20%498,739
4AMZNAmazon.com, Inc.4.33%651,138
5GOOGLAlphabet Inc.2.84%362,678
6AVGOBroadcom Inc.2.77%286,273
7METAMeta Platforms, Inc.2.68%155,649
8GOOGAlphabet Inc.1.87%238,127
9TSLATesla, Inc.1.86%162,666
10MAMastercard Incorporated1.55%100,614
11XOMExxon Mobil Corporation1.54%455,225
12BRK.BBerkshire Hathaway Inc.1.44%99,711
13ABBVAbbVie Inc.1.22%185,425
14BACBank of America Corporation1.18%793,186
15MGMXXJPMorgan U.S. Government Money Market Fund1.17%41,423,352
16LLYEli Lilly and Company1.17%40,354
17VVisa Inc.1.17%125,215
18JNJJohnson & Johnson1.17%210,853
19WFCWells Fargo & Company1.07%444,818
20NOWServiceNow, Inc.1.00%41,651
21ORCLOracle Corporation0.99%157,554
22HWMHowmet Aerospace Inc.0.94%163,445
23NEENextEra Energy, Inc.0.89%374,549
24PEPPepsiCo, Inc.0.87%211,656
25SCHWThe Charles Schwab Corporation0.87%324,155
Showing 25 of 164 holdings
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As of Nov 14, 2025