JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List

$67.59 0.00 (0.00%)

As of 07/2/2026 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 56.48% 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	$194.83	8.42%	1,636,614
2	AAPL Apple	$308.63	6.90%	911,848
3	MSFT Microsoft	$390.49	5.03%	522,985
4	AMZN Amazon.com	$242.67	4.26%	708,045
5	GOOGL Alphabet	$359.91	3.39%	380,348
6	AVGO Broadcom	$360.45	3.15%	321,754
7	GOOG Alphabet	$356.18	2.37%	265,871
8	MU Micron Technology	$975.56	2.20%	81,157
9	META Meta Platforms	$582.88 0.0%	2.18%	150,633
10	LRCX Lam Research	$351.41	1.58%	165,873
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11	TSLA Tesla	$393.45	1.48%	150,467
12	AMD Advanced Micro Devices	$517.82	1.40%	104,798
13	XOM ExxonMobil	$137.03 0.0%	1.31%	364,703
14	BRK.B Berkshire Hathaway	$506.85 -0.2%	1.30%	102,915
15	LLY Eli Lilly and Company	$1,208.37 -0.5%	1.21%	42,326
16	MA Mastercard	$539.00 -0.1%	1.20%	95,926
17	JNJ Johnson & Johnson	$262.52 -0.2%	1.20%	194,685
18	ABBV AbbVie	$260.88 -0.1%	1.17%	193,317
19	BAC Bank of America	$58.67 -0.1%	1.10%	740,446
20	TT Trane Technologies	$477.76 -0.1%	1.00%	82,135
21	V Visa	$361.31 -0.2%	0.97%	114,333
22	RTX RTX	$198.88 -0.2%	0.95%	199,068
23	HWM Howmet Aerospace	$270.59 +0.1%	0.91%	128,099
24	PEP PepsiCo	$144.22	0.91%	247,653
25	STX Seagate Technology	$820.16	0.89%	33,323

HELO Geographic Exposure

HELO's largest geographic exposure is United States at 91.1%, followed by Ireland at 3.9%.

United States
91.1%
Ireland
3.9%
Netherlands
0.5%
Bermuda
0.1%
Switzerland
0.1%

HELO Currency Exposure

HELO is exclusively exposed to USD.

USD
89.8%

HELO Sector Exposure

HELO's largest sector exposure is Technology at 35.5%, followed by Financials at 12.4%.

Technology
35.5%
Financials
12.4%
Consumer Discretionary
11.1%
Communications
9.7%
Health Care
9.0%
Industrials
8.4%
Consumer Staples
3.4%
Utilities
2.1%
Energy
1.7%
Real Estate
1.6%
Other
1.2%

HELO Industry Exposure

HELO's largest industry exposure is Semiconductors & Semiconductor Equipment at 17.6%, followed by Media at 8.7%.

Semiconductors & Semiconductor Equipment
17.6%
Media
8.7%
Software
7.7%
Communications Equipment
7.1%
Specialty Retail
6.7%
Biotechnology
5.1%
Banks
3.4%
Diversified Financial Services
3.2%
Aerospace & Defense
2.3%
Hotels, Restaurants & Leisure
2.3%
Other
29.9%

HELO Sub-Industry Exposure

HELO's largest sub-industry exposure is Semiconductors at 16.4%, followed by Interactive Media & Services at 7.8%.

Semiconductors
16.4%
Interactive Media & Services
7.8%
Communications Equipment
7.1%
Systems Software
6.7%
Biotechnology
5.1%
Internet & Direct Marketing Retail
4.4%
Diversified Banks
3.4%
Consumer Finance
3.2%
Aerospace & Defense
2.3%
Restaurants
1.8%
Other
35.9%

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This page (NYSEARCA:HELO) was last updated on 7/5/2026 by MarketBeat.com Staff.

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JPMorgan Hedged Equity Laddered Overlay ETF (HELO) Holdings List