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HOLA
+1.54 · +2.96%
$53.65 · NYSE ARCA

J.P. Morgan Exchange-Traded Fund Trust (HOLA) ETF Analysis | Equity Hedged

JPMorgan · USA
AUM:$280.2M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 21.6% over the past year, reflecting strong price momentum.

What is HOLA?

The fund seeks to provide capital appreciation through participation in international equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
HOLA delivered 21.6% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 17.5% of the ETF — exposure spread across many positions.
Income Component
Current yield of 2.93% — modest income alongside capital growth potential.
ETF Information
AUM$280.2M
Expense Ratio0.00%
Dividend Yield2.93%
Holdings49
Inception DateMar 2019
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.40
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.4%
1Y
+15.0%
3Y
+17.1%
5Y
+17.1%
OpenBook InsightIf you had invested £10,000 in HOLA 5 years ago, it would have grown to £11,709 — a gain of £1,709.

Annual Returns

Calendar year performance

HOLA delivered positive returns in 2 of the last 2 calendar years.
YearHOLA
2026 YTD+7.5%
2025+7.5%
2/2 positive yearsAvg return: +7.5%Worst year: +7.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.5%
Low
Momentum
+3.7%
30-day change
Support Level
56.14
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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