---
ticker: "HELO"
name: "JPMorgan Hedged Equity Laddered Overlay ETF"
url: "https://etf.net/etf/HELO"
grade: "B"
score: 69
graded_at: "2026-10-12"
category: "S&P 500 Active Option Income"
category_rank: "7 of 16"
methodology: "https://etf.net/methodology"
---

# HELO: JPMorgan Hedged Equity Laddered Overlay ETF

Grade **B**, Score 69 of 100. Rank 7 of 16 in S&P 500 Active Option Income.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 63 | 6 of 16 |
| Mission | 75 | 7 of 8 |
| Risk | 68 | 4 of 13 |
| Tradability | 61 | 6 of 16 |
| Holdings | 80 | 3 of 15 |
| Durability | 82 | 3 of 16 |

## Top holdings

The fund holds 145 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | NVDA | NVIDIA Corp Common Stock | 8.76% |
| 2 | AAPL | Apple Inc Common Stock | 6.96% |
| 3 | MSFT | Microsoft Corp Common | 6.57% |
| 4 | AMZN | Amazon.com Inc Common | 4.35% |
| 5 | GOOGL | Alphabet Inc-Cl A - | 3.14% |
| 6 | AVGO | Broadcom Inc Common | 2.78% |
| 7 | META | Meta Platforms Inc | 2.46% |
| 8 | GOOG | Alphabet Inc-Cl C - | 2.24% |
| 9 | — | JPMorgan Prime Money | 2.15% |
| 10 | MU | Micron Technology Inc | 1.87% |
| 11 | AMD | Advanced Micro Devices | 1.52% |
| 12 | JNJ | Johnson & Common | 1.41% |
| 13 | XOM | Exxonmobil Holdings Corp | 1.39% |
| 14 | TSLA | Tesla Inc Common Stock | 1.28% |
| 15 | MA | Mastercard Inc Common | 1.25% |
| 16 | LLY | Eli Lilly and Company | 1.20% |
| 17 | LRCX | Lam Research Corp Common | 1.19% |
| 18 | ABBV | AbbVie Inc Common Stock | 1.16% |
| 19 | BRK.B | Berkshire Hathaway Inc | 1.16% |
| 20 | V | Visa Inc Common Stock | 0.97% |
| 21 | RTX | Rtx Corp | 0.95% |
| 22 | — | Trane Technologies PLC | 0.92% |
| 23 | ACN | Accenture PLC Common | 0.83% |
| 24 | NEE | Nextera Energy Inc | 0.82% |
| 25 | PM | Philip Morris | 0.81% |
| 26 | BAC | Bank of America Corp | 0.80% |
| 27 | EOG | Eog Resources Inc Common | 0.80% |
| 28 | WFC | Wells Fargo & Co Common | 0.78% |
| 29 | MMM | 3M Co Common Stock USD | 0.76% |
| 30 | LOW | Lowe's Cos Inc Common | 0.75% |

Source: etf.net, https://etf.net/etf/HELO. Please cite the page URL.