HELO
JPMorgan Hedged Equity Laddered Overlay ETF
1W: +0.1%
1M: +1.4%
3M: +1.7%
YTD: +2.1%
1Y: +10.7%
$67.84
+0.15 (+0.22%)
Weekly Expected Move ±0.4%
$67
$67
$68
$68
$68
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$4.0B
Holdings138
Top 10 Wt43.2%
Volume275,112
Avg Volume288,827
Beta0.59
Portfolio Fundamentals
P/E37.0
P/B14.2
Div Yield1.02%
ROE42.5%
% Profitable84%
Inception2023-09-29
Sector Allocation
Technology
38.0%
Consumer Cyclical
11.4%
Communication Services
11.2%
Financial Services
10.2%
Healthcare
8.3%
Industrials
6.0%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP COMMON STOCK | NVDA | 9.42% | $382.0M | 1,731,633 |
| 2 | APPLE INC COMMON STOCK | AAPL | 7.16% | $290.3M | 970,914 |
| 3 | MICROSOFT CORP COMMON | MSFT | 5.69% | $230.9M | 553,247 |
| 4 | AMAZON.COM INC COMMON | AMZN | 4.79% | $194.1M | 748,344 |
| 5 | ALPHABET INC-CL A - | GOOGL | 3.85% | $156.0M | 402,318 |
| 6 | BROADCOM INC COMMON | AVGO | 3.46% | $140.4M | 341,669 |
| 7 | ALPHABET INC-CL C - | GOOG | 2.51% | $101.6M | 264,087 |
| 8 | META PLATFORMS INC | META | 2.37% | $96.0M | 159,346 |
| 9 | TESLA INC COMMON STOCK | TSLA | 1.63% | $66.0M | 163,342 |
| 10 | EXXON MOBIL | XOM | 1.55% | $62.7M | 385,904 |