JPMorgan Hedged Equity Laddered Overlay ETF (HELO) is a JPMorgan ETF with a 0.50% expense ratio, 152 holdings and $4.9B in net assets. Largest sector: Technology (38%).
Fee
0.50%
expense ratio
Net assets
$4.9B
Launched
Sep 28, 2023
Holdings
152
as of Oct 23, 2026
Top 10 weight
39.6%
largest ten holdings
Largest sector
Technology
38.3%
Yield
30-day SEC 0.59% · TTM 0.59%
as of Sep 30, 2026
Benchmark
—
HELO's holdings are as of Oct 23, 2026.
Technology
38.3%
Financial Services
11.4%
Consumer Cyclical
10.3%
Healthcare
9.8%
Communication Services
9.0%
Industrials
8.0%
Energy
3.8%
Consumer Defensive
3.6%
Utilities
2.2%
Basic Materials
1.8%
Real Estate
1.7%
1
NVDA
NVIDIA
8.15%
2
AAPL
APPLE
7.31%
3
MSFT
MICROSOFT
6.54%
4
AMZN
AMAZON.COM
4.18%
5
GOOGL
ALPHABET
2.90%
6
AVGO
BROADCOM
2.51%
7
META
META PLATFORMS
2.23%
8
JIMXX
JPMORGAN PRIME MONEY
2.14%
9
GOOG
ALPHABET CL C
2.08%
10
MU
MICRON TECHNOLOGY
1.61%
11
XOM
EXXON MOBIL
1.51%
12
JNJ
JOHNSON + JOHNSON
1.44%
13
MA
MASTERCARD
1.34%
14
AMD
ADVANCED MICRO DEVICES
1.31%
15
LLY
ELI LILLY
1.31%
16
TSLA
TESLA
1.27%
17
BRK.B
BERKSHIRE HATHAWAY
1.24%
18
ABBV
ABBVIE
1.22%
19
V
VISA
1.04%
20
RTX
RTX
0.99%
21
ACN
ACCENTURE CL A
0.93%
22
EOG
EOG RESOURCES
0.89%
23
LRCX
LAM RESEARCH
0.88%
24
NEE
NEXTERA ENERGY
0.88%
25
TT
TRANE TECHNOLOGIES
0.87%
1–25 of 152
Funds listed by how much of their largest holdings they share with HELO — not a ranking.
Data from JPMorgan; prices and returns from market data. Page updated October 29, 2026. Holdings and figures change over time. For information only — not investment advice.