HOLA - ETF AI Analysis
Top Page
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Key technology names in the top holdings have shown strong gains, helping drive the fund’s overall performance.
Broad International Diversification
The ETF spreads its investments across many countries in Europe and Asia, which helps reduce the impact of problems in any single market.
Balanced Sector Mix
Holdings are spread across financials, industrials, technology, health care, and other sectors, limiting reliance on any one part of the economy.
Negative Factors
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper ETFs.
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its value can move down over shorter periods even when longer-term results are positive.
Concentrated in Financials and General Industries
A sizable share of assets is tied to financial and broadly defined general companies, which could hurt performance if these areas face a downturn.
HOLA vs. SPDR S&P 500 ETF (SPY)
AUM278.02M
RegionGlobal
Expense Ratio0.50%
Beta0.57
IssuerJPMorgan
Inception DateJul 11, 2025
Dividend Yield2.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,933
30 Day Avg. Volume21,049
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.81Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering203
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HOLA Summary
HOLA is an ETF from JPMorgan that invests in a wide mix of companies outside the U.S., mainly in countries like Japan, the UK, and Europe. It doesn’t track a single index, but instead is actively managed and uses strategies to reduce currency swings and soften big market drops. The fund holds many well-known names such as Nestlé and Shell, giving investors broad international diversification in sectors like finance, industry, and technology. Someone might invest for long-term growth and global exposure, but should know the price can still go up and down with international stock markets.
How much will it cost me?The expense ratio for the JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is 0.30%, meaning you’ll pay $3 per year for every $1,000 invested. This is higher than average because the fund is actively managed and uses a sophisticated strategy, including currency hedging and options overlays, to reduce risk and enhance returns.
What would affect this ETF?HOLA's focus on global equities and its hedging strategy can benefit from stable international economic growth and a weakening U.S. dollar, which would enhance returns for foreign investments. However, challenges such as rising interest rates, geopolitical tensions, or regulatory changes in key sectors like financials and technology could negatively impact performance. Its exposure to diverse sectors and top holdings in companies like ASML and AstraZeneca provides resilience but also ties its success to sector-specific trends and global market stability.
HOLA Top 10 Holdings
HOLA’s story is all about international blue chips, with a clear tilt toward European financials and industrials and a healthy dose of global tech. HSBC, Allianz, and UniCredit are doing much of the heavy lifting, with rising share prices giving the fund a solid financial backbone. Siemens and Shell are also pulling their weight, adding steady industrial and energy muscle. On the flip side, AstraZeneca and Nestlé have been lagging, acting like a mild brake on returns. With holdings spread across Europe and Asia, the fund offers broad global exposure rather than a single-country bet.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 3.90% | $10.79M | €597.04B | 160.37% | 76 Outperform | |
| AstraZeneca | 1.72% | $4.75M | $262.54B | 17.29% | 80 Outperform | |
| Siemens | 1.69% | $4.69M | €207.53B | 19.88% | 74 Outperform | |
| Shell (UK) | 1.52% | $4.22M | £183.16B | 23.92% | 73 Outperform | |
| HSBC Holdings | 1.51% | $4.18M | £266.83B | 62.02% | 80 Outperform | |
| Allianz | 1.49% | $4.13M | €161.74B | 24.99% | 67 Neutral | |
| Tokyo Electron | 1.32% | $3.66M | ¥28.48T | 100.24% | 73 Outperform | |
| Nestlé SA | 1.32% | $3.64M | CHF207.50B | 7.79% | 71 Outperform | |
| Roche Holding AG | 1.32% | $3.64M | $347.61B | 29.95% | 73 Outperform | |
| UniCredit SpA | 1.31% | $3.61M | €121.28B | 25.84% | 75 Outperform |
HOLA Technical Analysis
Positive
―
Price Trends
54.75
Positive
54.01
Positive
53.21
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOLA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 55.24, equal to the 50-day MA of 54.75, and equal to the 200-day MA of 53.21, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HOLA.
HOLA Peer Comparison
Comparison Results
Performance Comparison
HOLA
JPMorgan International Hedged Equity Laddered Overlay ETF
55.22
6.76
13.95%
RGEF
Rockefeller Global Equity ETF
―
―
―
KAT
Scharf ETF
―
―
―
DWLD
Davis Select Worldwide Etf
―
―
―
RGLO
Global Equity Active ETF
―
―
―
JSTC
Adasina Social Justice All Cap Global ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents