JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List

$70.15 +0.03 (+0.04%)

As of 10:27 AM 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 56.92% of the total fund. HELO is an equity fund in the size and style category that invests in publicly traded companies and other investments, 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	$226.40 +0.5%	8.59%	1,817,813
2	AAPL Apple	$305.22 0.0%	6.52%	987,840
3	MSFT Microsoft	$499.13 +0.5%	6.15%	583,100
4	AMZN Amazon.com	$264.13 -0.4%	4.57%	789,401
5	AVGO Broadcom	$397.67 -4.8%	3.24%	359,418
6	GOOGL Alphabet	$346.43 +0.0%	3.17%	423,925
7	JPMorgan Prime Money Market Fund Class IM	N/A	2.34%	110,773,839
8	GOOG Alphabet	$343.96 +0.0%	2.30%	308,762
9	META Meta Platforms	$595.00 +0.0%	2.03%	162,377
10	MU Micron Technology	$970.43 +2.2%	1.65%	89,345
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11	XOM ExxonMobil	$160.64 +1.3%	1.28%	396,810
12	BRK.B Berkshire Hathaway	$504.56 -0.5%	1.26%	114,595
13	AMD Advanced Micro Devices	$506.22 +4.8%	1.24%	121,494
14	JNJ Johnson & Johnson	$259.27 -1.1%	1.21%	222,072
15	MA Mastercard	$565.81 -0.2%	1.20%	101,458
16	LLY Eli Lilly and Company	$1,177.08 -2.6%	1.18%	47,033
17	TSLA Tesla	$342.88 +0.9%	1.10%	159,275
18	LRCX Lam Research	$332.69 -1.3%	1.10%	167,834
19	RTX RTX	$221.29 +0.4%	1.10%	233,512
20	BAC Bank of America	$64.40 +0.5%	1.07%	802,657
21	ABBV AbbVie	$248.14 -1.1%	1.06%	204,991
22	TT Trane Technologies	$479.02 +0.3%	0.93%	91,672
23	V Visa	$363.53 -0.5%	0.91%	119,492
24	MMM 3M	$182.76 +0.1%	0.87%	226,113
25	HWM Howmet Aerospace	$284.34 +0.5%	0.85%	142,960

HELO Geographic Exposure

HELO's largest geographic exposure is United States at 93.4%, followed by Ireland at 3.9%.

United States
93.4%
Ireland
3.9%
Netherlands
0.4%
Switzerland
0.2%
Bermuda
0.1%

HELO Currency Exposure

HELO is exclusively exposed to USD.

USD
92.0%

HELO Sector Exposure

HELO's largest sector exposure is Technology at 37.3%, followed by Financials at 12.6%.

Technology
37.3%
Financials
12.6%
Consumer Discretionary
10.7%
Communications
9.4%
Health Care
8.9%
Industrials
8.4%
Consumer Staples
3.3%
Utilities
2.0%
Energy
1.9%
Real Estate
1.5%
Other
1.1%

HELO Industry Exposure

HELO's largest industry exposure is Semiconductors & Semiconductor Equipment at 18.3%, followed by Software at 9.0%.

Semiconductors & Semiconductor Equipment
18.3%
Software
9.0%
Media
8.1%
Specialty Retail
6.9%
Communications Equipment
6.5%
Biotechnology
5.1%
Banks
3.5%
Diversified Financial Services
3.2%
Aerospace & Defense
2.4%
Health Care Equipment & Supplies
2.2%
Other
29.9%

HELO Sub-Industry Exposure

HELO's largest sub-industry exposure is Semiconductors at 17.1%, followed by Systems Software at 7.8%.

Semiconductors
17.1%
Systems Software
7.8%
Interactive Media & Services
7.3%
Communications Equipment
6.5%
Biotechnology
5.1%
Internet & Direct Marketing Retail
4.6%
Diversified Banks
3.5%
Consumer Finance
3.2%
Aerospace & Defense
2.4%
REIT
1.7%
Other
36.1%

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This page (NYSEARCA:HELO) was last updated on 8/14/2026 by MarketBeat.com Staff.

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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List