tiprankstipranks
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
research tools
Top ETFs by Upside
Top ETFs by Smart Score
ETF Screener
Compare ETFs
Advertisement

HELO Holdings Information

Compare

Last updated: September 7, 2026

Holdings Count
155
Total Assets
4.82B
Top 10 Percentage
40.19%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium

Top Holdings

155 Holdings as of Sep 07, 2026
155 Holdings as of Sep 07, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
NVDA
Nvidia Corporation
8.64%$412.03M―$5.55T37.92%
29 Buy
0 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
6.80%$324.31M―$4.67T33.49%
16 Buy
11 Hold
4 Sell
Moderate Buy
―
MSFT
Microsoft
6.15%$293.11M―$3.71T0.95%
32 Buy
1 Hold
0 Sell
Strong Buy
―
AMZN
Amazon.Com, Inc.
4.26%$203.21M―$2.79T11.27%
39 Buy
1 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
3.03%$144.60M―$4.17T44.02%
24 Buy
4 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
2.80%$133.54M―$1.70T6.87%
25 Buy
3 Hold
0 Sell
Strong Buy
―
JIMXX
JPMorgan Trust I Prime Money Market Fund -IM-
2.23%$106.45M―――――
GOOG
Alphabet Inc. Class C
2.17%$103.38M―$4.17T42.58%
11 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
2.04%$97.40M―$1.56T-18.03%
36 Buy
6 Hold
0 Sell
Strong Buy
―
MU
Micron Technology
1.75%$83.50M―$1.08T673.84%
31 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

35.03%Technology14.61%General10.96%Financial10.25%Consumer Cyclical8.56%Healthcare6.13%Industrials4.19%Communication Services3.23%Consumer Defensive2.00%Energy1.96%Utilities1.71%Basic Materials1.37%Real Estate35.03%Technology
Technology
35.03%
General
14.61%
Financial
10.96%
Consumer Cyclical
10.25%
Healthcare
8.56%
Industrials
6.13%
Communication Services
4.19%
Consumer Defensive
3.23%
Energy
2.00%
Utilities
1.96%
Basic Materials
1.71%
Real Estate
1.37%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

18.95%Outperform1020.02%Outperform918.26%Outperform828.74%Neutral75.87%Neutral62.21%Neutral51.68%Neutral43.80%Underperform30.14%Underperform20.32%Underperform18
The weighted average smart score of the HELO ETF is 8
10
18.95%
9
20.02%
8
18.26%
7
28.74%
6
5.87%
5
2.21%
4
1.68%
3
3.80%
2
0.14%
1
0.32%

HELO ETF News

See More HELO News
See More HELO News

HELO ETF FAQ

What are ETF HELO’s top 3 holdings?
HELO’s top 3 holdings are NVDA, AAPL, MSFT.
    What is HELO’s holding count?
    ETF HELO’s is holdings 155 different assets.
      What are the total assets of ETF HELO?
      ETF HELO’s total assets are 4.82B.
        What sector is HELO most exposed to?
        HELO is most exposed to 35.03% Technology of its holdings.
          How concentrated is HELO?
          HELO’s top 10 holdings represent 40.19% of the fund.
            What is HELO’s average Smart Score?
            The weighted average Smart Score of HELO is 8.
              Become an Expert with TipRanks Premium
              What am I Missing?
              Make informed decisions based on Top Analysts' activity
              Know what industry insiders are buying
              Get actionable alerts from top Wall Street Analysts
              Find out before anyone else which stock is going to shoot up
              Get powerful stock screeners & detailed portfolio analysis
              Subscribe NowSee Plans & Pricing
              Advertisement