JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List

$67.55 +0.06 (+0.09%)

As of 04:10 PM Eastern

What stocks does HELO hold?

The JPMorgan Hedged Equity Laddered Overlay ETF (HELO) top stock holdings include NVIDIA, Apple, and Microsoft. The top 25 HELO holdings ordered by weight make up 56.87% of the total fund. HELO is an equity fund in the size and style category that invests in publicly traded companies, focused on large cap strategies within the North America region. This page includes a complete HELO stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.

Top 25 HELO Holdings

Rank	Company	Current Price	Weight	Shares Held
1	NVDA NVIDIA	$196.48 -1.0%	9.06%	1,739,246
2	AAPL Apple	$284.18 +2.7%	6.53%	962,409
3	MSFT Microsoft	$411.29 -0.6%	5.83%	548,396
4	AMZN Amazon.com	$273.54 +0.5%	4.92%	744,866
5	AVGO Broadcom	$427.38 +2.6%	3.59%	339,659
6	GOOGL Alphabet	$388.46 +1.4%	3.44%	398,790
7	META Meta Platforms	$604.96 -0.9%	2.69%	159,329
8	GOOG Alphabet	$384.34 +1.2%	2.24%	261,777
9	TSLA Tesla	$389.41 -0.8%	1.63%	173,121
10	XOM ExxonMobil	$154.90 +0.8%	1.42%	382,523
Get the Latest News and Ratings for HELO and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for JPMorgan Hedged Equity Laddered Overlay ETF and its competitors with MarketBeat's FREE daily newsletter.
11	MA Mastercard	$497.17 -1.5%	1.29%	102,250
12	BRK.B Berkshire Hathaway	$465.42 -0.7%	1.29%	109,601
13	JNJ Johnson & Johnson	$225.59 +0.6%	1.18%	208,070
14	MU Micron Technology	$640.10 +11.0%	1.09%	87,685
15	TT Trane Technologies	$477.35 -1.9%	1.05%	86,079
16	LRCX Lam Research	$275.80 +6.7%	1.04%	155,539
17	PEP PepsiCo	$155.04 +0.3%	1.01%	259,506
18	V Visa	$322.11 -1.5%	1.00%	128,934
19	ABBV AbbVie	$206.12 -1.0%	0.99%	198,852
20	BAC Bank of America	$53.13 +1.8%	0.98%	755,859
21	LLY Eli Lilly and Company	$989.02 +2.2%	0.98%	44,439
22	NEE NextEra Energy	$96.24 +0.8%	0.96%	404,062
23	WFC Wells Fargo & Company	$79.88 +0.9%	0.93%	468,386
24	LOW Lowe's Companies	$225.20 +0.7%	0.87%	142,162
25	RTX RTX	$172.85 0.0%	0.86%	196,785

HELO Geographic Exposure

HELO's largest geographic exposure is United States at 96.0%, followed by Ireland at 4.2%.

United States
96.0%
Ireland
4.2%
Netherlands
0.7%
Panama
0.2%
Switzerland
0.1%
Bermuda
0.1%

HELO Currency Exposure

HELO is exclusively exposed to USD.

USD
94.6%

HELO Sector Exposure

HELO's largest sector exposure is Technology at 35.8%, followed by Consumer Discretionary at 12.6%.

Technology
35.8%
Consumer Discretionary
12.6%
Financials
12.4%
Communications
11.3%
Health Care
8.6%
Industrials
8.5%
Consumer Staples
3.8%
Energy
3.6%
Utilities
2.4%
Real Estate
1.8%
Other
1.2%

HELO Industry Exposure

HELO's largest industry exposure is Semiconductors & Semiconductor Equipment at 17.5%, followed by Media at 9.8%.

Semiconductors & Semiconductor Equipment
17.5%
Media
9.8%
Software
8.6%
Specialty Retail
7.8%
Communications Equipment
6.9%
Biotechnology
4.8%
Oil, Gas & Consumable Fuels
3.6%
Diversified Financial Services
3.5%
Banks
3.3%
Hotels, Restaurants & Leisure
2.5%
Other
31.8%

HELO Sub-Industry Exposure

HELO's largest sub-industry exposure is Semiconductors at 16.4%, followed by Interactive Media & Services at 8.7%.

Semiconductors
16.4%
Interactive Media & Services
8.7%
Systems Software
7.1%
Communications Equipment
6.9%
Internet & Direct Marketing Retail
5.3%
Biotechnology
4.8%
Consumer Finance
3.5%
Diversified Banks
3.3%
Aerospace & Defense
2.1%
REIT
1.9%
Other
40.1%

Related Companies and Tools

Related Companies

This page (NYSEARCA:HELO) was last updated on 5/5/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List