HELO
HELO
About JPMorgan Hedged Equity Laddered Overlay ETF
HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide...
About JPMorgan Hedged Equity Laddered Overlay ETF
HELO seeks capital appreciation by investing in large-cap US stocks while seeking to provide a continuous market hedge using a put spread collar. The fund attempts to mirror the sector weights in the S&P 500, although the fund adviser has discretion on the selection process and may skew individual weights. HELO provides a laddered options exposure by purchasing put options on ETFs that provide...
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 NVDA | NVIDIA Corporation | 7.81% | 1.69M | $299.90M |
 AAPL | Apple Inc. | 6.68% | 970.45K | $256.37M |
 MSFT | Microsoft Corporation | 5.44% | 531.76K | $208.84M |
 AMZN | Amazon.com, Inc. | 3.95% | 722.33K | $151.69M |
 GOOGL | Alphabet Inc. | 3.14% | 386.69K | $120.56M |
 AVGO | Broadcom Inc. | 2.74% | 329.29K | $105.22M |
 META | Meta Platforms, Inc. | 2.61% | 154.50K | $100.15M |
 GOOG | Alphabet Inc. | 2.06% | 253.86K | $79.06M |
 XOM | Exxon Mobil Corporation | 1.89% | 476.19K | $72.62M |
 TSLA | Tesla, Inc. | 1.83% | 174.99K | $70.44M |
 JNJ | Johnson & Johnson | 1.35% | 209.34K | $52.01M |
 MA | Mastercard Incorporated | 1.34% | 99.15K | $51.28M |
 ABBV | AbbVie Inc. | 1.20% | 197.72K | $45.89M |
 LLY | Eli Lilly and Company | 1.18% | 43.07K | $45.31M |
 PEP | PepsiCo, Inc. | 1.11% | 251.66K | $42.72M |
 TT | Trane Technologies plc | 1.01% | 83.49K | $38.60M |
 RTX | RTX Corporation | 1.01% | 190.81K | $38.66M |
 V | Visa Inc. | 1.00% | 120.49K | $38.57M |
 HWM | Howmet Aerospace Inc. | 0.99% | 144.64K | $37.97M |
 WFC | Wells Fargo & Company | 0.99% | 465.28K | $37.90M |
SECTOR HOLDINGS
Technology
Consumer Cyclical
Financial Services
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Communication Services
Cash & Others
Basic Materials
Real EstateASSET ALLOCATION BY REGION
United States
Ireland
Netherlands
United Kingdom
Switzerland
BermudaSECTOR HOLDINGS
Technology Consumer Cyclical Financial Services Healthcare Industrials Consumer Defensive Energy Utilities Communication Services Cash & Others Basic Materials Real EstateASSET ALLOCATION BY REGION
United States Ireland Netherlands United Kingdom Switzerland BermudaHoldings (Top 20)
NVDA
NVIDIA Corporation
AAPL
Apple Inc.
MSFT
Microsoft Corporation
AMZN
Amazon.com, Inc.
GOOGL
Alphabet Inc.
AVGO
Broadcom Inc.
META
Meta Platforms, Inc.
GOOG
Alphabet Inc.
XOM
Exxon Mobil Corporation
TSLA
Tesla, Inc.
JNJ
Johnson & Johnson
MA
Mastercard Incorporated
ABBV
AbbVie Inc.
LLY
Eli Lilly and Company
PEP
PepsiCo, Inc.
TT
Trane Technologies plc
RTX
RTX Corporation
V
Visa Inc.
HWM
Howmet Aerospace Inc.
WFC
Wells Fargo & Company