HELO
JPMorgan Hedged Equity Laddered Overlay ETF
1W: -0.2%
1M: -0.0%
3M: +2.0%
YTD: +4.5%
1Y: +6.9%
$69.42
+0.23 (+0.33%)
Weekly Expected Move ±0.9%
$68
$69
$69
$70
$71
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$4.0B
Holdings142
Top 10 Wt40.4%
Volume273,443
Avg Volume378,230
Beta0.52
Portfolio Fundamentals
P/E30.0
P/B11.2
Div Yield1.03%
ROE43.9%
% Profitable91%
Inception2023-09-29
Sector Allocation
Technology
40.1%
Financial Services
10.5%
Communication Services
9.8%
Consumer Cyclical
9.7%
Healthcare
9.0%
Industrials
6.1%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP COMMON STOCK | NVDA | 8.84% | $427.1M | 1,870,116 |
| 2 | APPLE INC COMMON STOCK | AAPL | 6.97% | $337.1M | 1,012,304 |
| 3 | MICROSOFT CORP COMMON | MSFT | 6.38% | $308.2M | 600,945 |
| 4 | AMAZON.COM INC COMMON | AMZN | 4.18% | $202.3M | 811,766 |
| 5 | ALPHABET INC-CL A - | GOOGL | 3.11% | $150.3M | 436,873 |
| 6 | BROADCOM INC COMMON | AVGO | 2.69% | $130.1M | 370,374 |
| 7 | META PLATFORMS INC | META | 2.51% | $121.4M | 167,357 |
| 8 | ALPHABET INC-CL C - | GOOG | 2.22% | $107.5M | 315,494 |
| 9 | JPMORGAN PRIME MONEY | — | 2.10% | $101.6M | 101,605,219 |
| 10 | MICRON TECHNOLOGY INC | MU | 1.96% | $94.8M | 88,969 |