HELO Holdings: JPMorgan Hedged Equity Laddered Overlay Top Holdings
NYSEARCA: HELOJPMorganEquity HedgedETFUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
HELO portfolio concentration
The JPMorgan Hedged Equity Laddered Overlay ETF (HELO) reports 10 holdings. Its biggest position is NVIDIA Corp (NVDA) at 8.84% of assets. The top 10 holdings account for 41.0% of the portfolio, a moderately concentrated portfolio.
10 positions carry a weight of 1% or more. Based on the weights listed, HELO behaves like an equal-weighted fund of about 45 stocks (the inverse Herfindahl index), a measure of how diversified it really is. Holdings and weights change over time as the fund rebalances and as share prices move.
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Summary generated from market data by MetaCap's automated system. Methodology
HELO holdings by weight
| # | Holding | Weight |
|---|---|---|
| 1 | NVDANVIDIA Corp | 8.84% |
| 2 | AAPLApple Inc | 6.97% |
| 3 | MSFTMicrosoft Corp | 6.38% |
| 4 | AMZNAmazon.com Inc | 4.18% |
| 5 | GOOGLAlphabet Inc Class A | 3.11% |
| 6 | AVGOBroadcom Inc | 2.69% |
| 7 | METAMeta Platforms Inc Class A | 2.51% |
| 8 | GOOGAlphabet Inc Class C | 2.22% |
| 9 | JIMXXJPMorgan Prime Money Market IM | 2.11% |
| 10 | MUMicron Technology Inc | 1.96% |