JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List

$67.75 0.00 (0.00%)

As of 05/22/2026 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 59.15% 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	$215.33	9.48%	1,731,633
2	AAPL Apple	$308.82	7.12%	970,914
3	MSFT Microsoft	$418.57	5.77%	553,247
4	AMZN Amazon.com	$266.32	4.88%	748,344
5	GOOGL Alphabet	$382.97	3.93%	402,318
6	AVGO Broadcom	$414.14	3.54%	341,669
7	GOOG Alphabet	$379.38	2.56%	264,087
8	META Meta Platforms	$610.26	2.40%	159,346
9	TSLA Tesla	$426.01	1.65%	163,342
10	XOM ExxonMobil	$154.82 -0.1%	1.52%	385,904
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11	MU Micron Technology	$751.00	1.48%	88,462
12	BRK.B Berkshire Hathaway	$486.30 0.0%	1.33%	110,567
13	MA Mastercard	$498.24 -0.1%	1.28%	103,153
14	JNJ Johnson & Johnson	$234.67 +0.1%	1.16%	206,122
15	LRCX Lam Research	$305.35	1.15%	168,323
16	AMD Advanced Micro Devices	$467.51	1.12%	108,512
17	LLY Eli Lilly and Company	$1,066.59 +0.1%	1.09%	44,838
18	ABBV AbbVie	$216.02 +0.1%	1.05%	204,566
19	V Visa	$329.21 +0.1%	1.04%	127,402
20	TT Trane Technologies	$451.57 +0.1%	0.98%	86,835
21	BAC Bank of America	$51.81 +0.0%	0.97%	779,786
22	PEP PepsiCo	$150.57	0.96%	261,795
23	RTX RTX	$177.06 +0.0%	0.91%	210,428
24	NEE NextEra Energy	$88.61 +0.1%	0.89%	407,632
25	T AT&T	$25.29 +0.1%	0.89%	1,481,014

HELO Geographic Exposure

HELO's largest geographic exposure is United States at 98.9%, followed by Ireland at 4.0%.

United States
98.9%
Ireland
4.0%
Netherlands
0.7%
Bermuda
0.1%
Switzerland
0.1%

HELO Currency Exposure

HELO is exclusively exposed to USD.

USD
97.3%

HELO Sector Exposure

HELO's largest sector exposure is Technology at 38.7%, followed by Financials at 12.4%.

Technology
38.7%
Financials
12.4%
Consumer Discretionary
12.2%
Communications
11.2%
Health Care
8.9%
Industrials
8.5%
Consumer Staples
3.7%
Energy
3.5%
Utilities
2.3%
Real Estate
1.7%
Other
1.2%

HELO Industry Exposure

HELO's largest industry exposure is Semiconductors & Semiconductor Equipment at 19.5%, followed by Media at 9.6%.

Semiconductors & Semiconductor Equipment
19.5%
Media
9.6%
Software
8.8%
Specialty Retail
7.7%
Communications Equipment
7.7%
Biotechnology
4.9%
Oil, Gas & Consumable Fuels
3.5%
Diversified Financial Services
3.4%
Banks
3.3%
Health Care Equipment & Supplies
2.3%
Other
31.7%

HELO Sub-Industry Exposure

HELO's largest sub-industry exposure is Semiconductors at 18.2%, followed by Interactive Media & Services at 8.7%.

Semiconductors
18.2%
Interactive Media & Services
8.7%
Communications Equipment
7.7%
Systems Software
7.5%
Internet & Direct Marketing Retail
5.1%
Biotechnology
4.9%
Consumer Finance
3.4%
Diversified Banks
3.3%
Aerospace & Defense
2.3%
REIT
1.9%
Other
39.5%

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This page (NYSEARCA:HELO) was last updated on 5/25/2026 by MarketBeat.com Staff.

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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List