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 | 8.32% | 1.61M | $304.81M |
 AAPL | Apple Inc. | 6.68% | 940.26K | $244.78M |
 MSFT | Microsoft Corporation | 6.68% | 506.36K | $244.81M |
 AMZN | Amazon.com, Inc. | 4.36% | 661.07K | $159.69M |
 GOOGL | Alphabet Inc. | 3.23% | 368.22K | $118.56M |
 META | Meta Platforms, Inc. | 2.75% | 155.57K | $100.92M |
 AVGO | Broadcom Inc. | 2.68% | 286.20K | $98.31M |
 GOOG | Alphabet Inc. | 2.13% | 241.76K | $77.95M |
 TSLA | Tesla, Inc. | 1.96% | 166.63K | $71.89M |
 MA | Mastercard Incorporated | 1.59% | 100.38K | $58.21M |
 XOM | Exxon Mobil Corporation | 1.49% | 462.19K | $54.77M |
 LLY | Eli Lilly and Company | 1.24% | 40.98K | $45.41M |
 BAC | Bank of America Corporation | 1.22% | 805.30K | $44.81M |
 ABBV | AbbVie Inc. | 1.20% | 188.26K | $43.94M |
 JNJ | Johnson & Johnson | 1.17% | 207.21K | $42.99M |
 WFC | Wells Fargo & Company | 1.16% | 449.94K | $42.43M |
 V | Visa Inc. | 1.11% | 114.77K | $40.84M |
 SCHW | The Charles Schwab Corporation | 0.95% | 339.91K | $34.65M |
 HWM | Howmet Aerospace Inc. | 0.95% | 165.95K | $35.00M |
 NOW | ServiceNow, Inc. | 0.91% | 220.75K | $33.31M |
SECTOR HOLDINGS
Technology
Financial Services
Consumer Cyclical
Communication Services
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Cash & OthersASSET ALLOCATION BY REGION
United States
Ireland
Netherlands
United Kingdom
Switzerland
BermudaSECTOR HOLDINGS
Technology Financial Services Consumer Cyclical Communication Services Healthcare Industrials Consumer Defensive Energy Utilities Real Estate Basic Materials Cash & OthersASSET 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.
META
Meta Platforms, Inc.
AVGO
Broadcom Inc.
GOOG
Alphabet Inc.
TSLA
Tesla, Inc.
MA
Mastercard Incorporated
XOM
Exxon Mobil Corporation
LLY
Eli Lilly and Company
BAC
Bank of America Corporation
ABBV
AbbVie Inc.
JNJ
Johnson & Johnson
WFC
Wells Fargo & Company
V
Visa Inc.
SCHW
The Charles Schwab Corporation
HWM
Howmet Aerospace Inc.
NOW
ServiceNow, Inc.