JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List

$67.58 +0.03 (+0.04%)

As of 07/24/2026 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 55.78% 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	$206.84 -0.9%	8.05%	1,786,108
2	AAPL Apple	$333.02 +3.5%	7.20%	971,173
3	MSFT Microsoft	$381.70 +0.0%	5.00%	570,845
4	AMZN Amazon.com	$232.11 -0.7%	4.25%	772,814
5	GOOGL Alphabet	$319.74 +0.6%	3.20%	415,033
6	AVGO Broadcom	$381.92 -2.7%	2.90%	351,894
7	META Meta Platforms	$595.19 -1.8%	2.33%	162,069
8	GOOG Alphabet	$319.09 +0.2%	2.32%	302,264
9	JPMorgan Prime Money Market Fund	N/A	2.19%	98,621,446
10	MU Micron Technology	$920.95 -7.0%	1.65%	87,464
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11	TSLA Tesla	$313.03 -2.1%	1.39%	164,281
12	AMD Advanced Micro Devices	$521.95 -3.3%	1.29%	117,019
13	EXXONMOBIL HOLDINGS CORP	N/A	1.27%	388,488
14	BRK.B Berkshire Hathaway	$494.57 +0.8%	1.22%	112,201
15	LLY Eli Lilly and Company	$1,196.18 +0.9%	1.21%	46,064
16	MA Mastercard	$539.48 +1.7%	1.20%	99,349
17	JNJ Johnson & Johnson	$263.43 +1.6%	1.19%	212,490
18	ABBV AbbVie	$259.10 +0.8%	1.16%	205,691
19	LRCX Lam Research	$305.21 -4.6%	1.12%	161,246
20	BAC Bank of America	$62.00 +1.2%	1.11%	814,569
21	RTX RTX	$213.10 +1.9%	0.98%	228,610
22	TT Trane Technologies	$481.09 +0.3%	0.94%	89,734
23	V Visa	$355.29 +1.0%	0.93%	116,984
24	HWM Howmet Aerospace	$289.09 +0.7%	0.85%	139,939
25	NEE NextEra Energy	$89.72 -0.1%	0.83%	420,488

HELO Geographic Exposure

HELO's largest geographic exposure is United States at 91.8%, followed by Ireland at 3.9%.

United States
91.8%
Ireland
3.9%
Netherlands
0.5%
Bermuda
0.1%
Switzerland
0.1%

HELO Currency Exposure

HELO is exclusively exposed to USD.

USD
90.4%

HELO Sector Exposure

HELO's largest sector exposure is Technology at 36.1%, followed by Financials at 12.3%.

Technology
36.1%
Financials
12.3%
Consumer Discretionary
10.3%
Communications
9.2%
Health Care
8.9%
Industrials
8.5%
Consumer Staples
3.3%
Utilities
2.1%
Energy
1.9%
Real Estate
1.6%
Other
1.1%

HELO Industry Exposure

HELO's largest industry exposure is Semiconductors & Semiconductor Equipment at 18.3%, followed by Media at 8.1%.

Semiconductors & Semiconductor Equipment
18.3%
Media
8.1%
Software
7.4%
Communications Equipment
7.2%
Specialty Retail
6.5%
Biotechnology
5.1%
Banks
3.4%
Diversified Financial Services
3.2%
Aerospace & Defense
2.4%
Utilities
2.1%
Other
29.7%

HELO Sub-Industry Exposure

HELO's largest sub-industry exposure is Semiconductors at 17.2%, followed by Interactive Media & Services at 7.3%.

Semiconductors
17.2%
Interactive Media & Services
7.3%
Communications Equipment
7.2%
Systems Software
6.4%
Biotechnology
5.1%
Internet & Direct Marketing Retail
4.2%
Diversified Banks
3.4%
Consumer Finance
3.2%
Aerospace & Defense
2.4%
REIT
1.8%
Other
34.9%

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This page (NYSEARCA:HELO) was last updated on 7/25/2026 by MarketBeat.com Staff.

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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List