Total Holdings
168
Portfolio diversification across 168 positions
HELO
(NYSEARCA)JPMorgan Hedged Equity Laddered Overlay ETF
$64.13-- (--)
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HELO ETF Holdings: JPMorgan Hedged Equity Laddered Overlay ETF
Complete portfolio holdings with allocation weights, sector breakdown, and geographic exposure for this Equity ETF. Analyze fund diversification and concentration.
Assets Under Management
$3.86B
Total fund assets
Expense Ratio
0.50%
Annual management fee
Fund Issuer
JPMorgan Chase
NYSEARCA
Portfolio Allocations
Distribution breakdown by sector, asset type, and geographic region. Understand the fund's diversification strategy across markets and asset classes.
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Top 25 Holdings by Portfolio Weight
View ticker symbols, company names, asset types, and allocation percentages for each position
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| # | Symbol | Name | Type | Weight |
|---|---|---|---|---|
| 1 |  | NVIDIA Corporation | Stock | 8.13% |
| 2 |  | Apple Inc. | Stock | 6.47% |
| 3 |  | Microsoft Corporation | Stock | 5.38% |
| 4 |  | Amazon.com, Inc. | Stock | 4.10% |
| 5 |  | Alphabet Inc. | Stock | 3.10% |
| 6 |  | Broadcom Inc. | Stock | 2.80% |
| 7 |  | Meta Platforms, Inc. | Stock | 2.40% |
| 8 | | Alphabet Inc. | Stock | 2.02% |
| 9 |  | Exxon Mobil Corporation | Stock | 1.84% |
| 10 |  | Tesla, Inc. | Stock | 1.71% |
| 11 |  | Berkshire Hathaway Inc. | Stock | 1.37% |
| 12 |  | Johnson & Johnson | Stock | 1.34% |
| 13 |  | Mastercard Incorporated | Stock | 1.32% |
| 14 |  | Eli Lilly and Company | Stock | 1.09% |
| 15 |  | AbbVie Inc. | Stock | 1.09% |
| 16 |  | PepsiCo, Inc. | Stock | 1.07% |
| 17 |  | Visa Inc. | Stock | 1.02% |
| 18 |  | RTX Corporation | Stock | 1.01% |
| 19 |  | Wells Fargo & Company | Stock | 1.01% |
| 20 |  | NextEra Energy, Inc. | Stock | 0.99% |
| 21 |  | Trane Technologies plc | Stock | 0.97% |
| 22 |  | Bank of America Corporation | Stock | 0.95% |
| 23 |  | AT&T Inc. | Stock | 0.87% |
| 24 |  | Lowe's Companies, Inc. | Stock | 0.86% |
| 25 |  | Lam Research Corporation | Stock | 0.86% |
Frequently Asked Questions About JPMorgan Hedged Equity Laddered Overlay ETF Holdings
What are the top holdings in HELO?
JPMorgan Hedged Equity Laddered Overlay ETF (HELO) holds 168 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.
How concentrated is HELO's portfolio?
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.
What is HELO's sector allocation?
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.
What countries does HELO invest in?
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.
How diversified is HELO ETF?
HELO's diversification can be assessed by reviewing its 168 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.