HOLA - ETF AI Analysis
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JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA)
HOLA, the JPMorgan International Hedged Equity Laddered Overlay ETF, has an overall rating that reflects a portfolio anchored by strong global leaders like AstraZeneca, HSBC, and Novartis, which show solid financial performance, positive earnings outlooks, and generally supportive technical trends. These high-quality healthcare and financial names help lift the fund’s quality, while some holdings such as Allianz and Shell introduce risk through bearish or weaker short-term technical signals and growth challenges. The main risk factor is that several key positions face valuation or technical caution, which could add volatility even though the underlying businesses are generally strong.
HOLA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 284.96M
- Region
- Global
- Expense Ratio
- 0.50%
- Beta
- 0.55
- Issuer
- JPMorgan
- Inception Date
- Jul 11, 2025
- Dividend Yield
- 2.87%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HOLA Summary
HOLA is an international stock ETF from JPMorgan that invests in companies outside the U.S., mainly in Japan, the UK, Germany, and other developed markets. It doesn’t track a single index, but instead follows an active global equity strategy with built-in currency hedging. The fund holds well-known names like Nestlé and Shell, and spreads money across many sectors, including financials, healthcare, and technology, which can help with diversification and long-term growth potential. A key risk is that foreign stocks and currencies can still be volatile, so the value of your investment can go up and down with global markets.
How much will it cost me?
HOLA has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. This is higher than the average ETF because it’s actively managed and uses a complex options and currency-hedging strategy to try to reduce risk and improve returns.
What would affect this ETF?
Future performance of HOLA will likely be helped by stable or falling global interest rates, steady economic growth outside the U.S., and strong results from major international financial, healthcare, and technology companies like ASML, AstraZeneca, and HSBC, while its options overlay and currency hedging may soften market downturns. On the negative side, rising rates, global recessions, regulatory changes affecting banks, energy, or drug makers, and weak performance in key regions such as Europe or the UK could weigh on returns even with the fund’s risk‑management strategies.
HOLA Top 10 Holdings
HOLA leans heavily into European blue chips, with health care and financial names setting the tone. Roche and Novartis have been rising steadily, giving the fund a solid defensive backbone, while Shell’s strong run in energy adds some cyclical punch. On the flip side, ASML’s mixed, recently lagging performance has taken a bit of shine off the fund’s semiconductor exposure, and big banks like HSBC and Banco Santander have been dragging after a weaker stretch. Overall, it’s a globally diversified, Europe-focused mix with no single stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NL:ASML | ASML Holding NV | 3.59% | $10.19M | EUR 539.67B | 50.70% | 76Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 DE:SIE | Siemens | 1.63% | $4.64M | EUR 202.50B | 7.55% | 74Outperform |
 DE:ALV | Allianz | 1.54% | $4.36M | EUR 166.13B | 23.20% | 67Neutral |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 GB:SHEL | Shell (UK) | 1.52% | $4.30M | GBP 229.30B | 40.01% | 73Outperform |
 CH:NESN | Nestlé SA | 1.38% | $3.92M | CHF 217.87B | 9.36% | 71Outperform |
 GB:HSBA | HSBC Holdings | 1.29% | $3.66M | GBP 218.81B | 19.37% | 80Outperform |
 ES:SAN | Banco Santander | 1.24% | $3.53M | EUR 147.13B | 15.63% | 73Outperform |
 CH:NOVN | Novartis AG | 1.29% | $3.67M | CHF 244.89B | 35.30% | 80Outperform |
HOLA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HOLA, the sentiment is Negative. The current price of 54.92 is below the 20-day moving average (MA) of 55.15, below the 50-day MA of 55.80, and above the 200-day MA of 54.75, indicating a neutral trend. The MACD of -0.18 indicates Negative momentum. The RSI at 44.54 is Neutral, neither overbought nor oversold. The STOCH value of 20.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HOLA.
HOLA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HOLA | $54.92 | $60.00(9.25% Upside) | $284.96M | 0.50% | 67Neutral |
 RGEF | $33.91 | $44.49(31.20% Upside) | $798.12M | 0.55% | 71Outperform |
 KAT | $59.06 | $67.45(14.20% Upside) | $668.77M | 0.75% | 64Neutral |
 DWLD | $44.30 | $58.72(32.54% Upside) | $567.47M | 0.62% | 62Neutral |
 RGLO | $32.67 | $41.10(25.79% Upside) | $370.72M | 0.49% | 68Neutral |
 JSTC | $23.38 | $28.07(20.06% Upside) | $300.92M | 0.89% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HOLA | JPMorgan International Hedged Equity Laddered Overlay ETF | 54.92 | 4.11 | 8.08% | |
| RGEF | Rockefeller Global Equity ETF | 33.91 | 3.87 | 12.89% | |
| KAT | Scharf ETF | 59.06 | 5.36 | 9.98% | |
| DWLD | Davis Select Worldwide Etf | 44.30 | -0.54 | -1.19% | |
| RGLO | Global Equity Active ETF | 32.67 | 3.73 | 12.88% | |
| JSTC | Adasina Social Justice All Cap Global ETF | 23.38 | 3.33 | 16.63% |
This 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.