JPMorgan Hedged Equity Laddered Overlay ETFHELO
Type
ETF
Peer group
US equity: large companies
Net assets
$4.0B
Expense ratio
0.50%
1-year return
+8.9%
3 years, a year
+12.2%
5 years, a year
—
12-month yield
0.57%
Holdings
167
What it aims to do.
The Fund seeks to provide capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 8.65% |
| AAPL Apple, Inc. | 6.51% |
| MSFT Microsoft Corp. | 5.57% |
| AMZN Amazon.com, Inc. | 4.92% |
| GOOGL Alphabet, Inc. | 3.82% |
| AVGO Broadcom, Inc. | 3.53% |
| GOOG Alphabet, Inc. | 2.49% |
| META Meta Platforms, Inc. | 2.43% |
| TSLA Tesla, Inc. | 1.65% |
| XOM Exxon Mobil Corp. | 1.47% |
More on HELO.
- HELO overview
- HELO holdings
- HELO risk
- HELO costs
- HELO money in and out
- HELO share classes
- Compare HELO with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.