Question 1

What are the top holdings in HELO?

Accepted Answer

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) holds 161 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is HELO's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review HELO's holdings table to analyze concentration risk.

Question 3

What is HELO's sector allocation?

Accepted Answer

The Sector Allocation chart shows how HELO distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does HELO invest in?

Accepted Answer

HELO's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is HELO ETF?

Accepted Answer

HELO's diversification can be assessed by reviewing its 161 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are HELO's largest positions by weight?

Accepted Answer

HELO's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	NVDA	NVIDIA Corporation	Stock	7.61%
2	AAPL	Apple Inc.	Stock	7.02%
3	MSFT	Microsoft Corporation	Stock	5.48%
4	AMZN	Amazon.com, Inc.	Stock	4.09%
5	GOOGL	Alphabet Inc.	Stock	3.35%
6	META	Meta Platforms, Inc.	Stock	2.81%
7	AVGO	Broadcom Inc.	Stock	2.68%
8	GOOG	Alphabet Inc.	Stock	2.20%
9	XOM	Exxon Mobil Corporation	Stock	1.86%
10	TSLA	Tesla, Inc.	Stock	1.82%
11	MA	Mastercard Incorporated	Stock	1.52%
12	BRK.B	Berkshire Hathaway Inc.	Stock	1.40%
13	JNJ	Johnson & Johnson	Stock	1.35%
14	LLY	Eli Lilly and Company	Stock	1.15%
15	ABBV	AbbVie Inc.	Stock	1.13%
16	WFC	Wells Fargo & Company	Stock	1.13%
17	PEP	PepsiCo, Inc.	Stock	1.10%
18	BAC	Bank of America Corporation	Stock	1.04%
19	V	Visa Inc.	Stock	1.04%
20	LOW	Lowe's Companies, Inc.	Stock	0.99%
21	TT	Trane Technologies plc	Stock	0.95%
22	NEE	NextEra Energy, Inc.	Stock	0.93%
23	SCHW	The Charles Schwab Corporation	Stock	0.90%
24	HWM	Howmet Aerospace Inc.	Stock	0.88%
25	MMM	3M Company	Stock	0.87%

HELO ETF Holdings: JPMorgan Hedged Equity Laddered Overlay ETF

Portfolio Allocations

Top 25 Holdings by Portfolio Weight