JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
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- JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is an actively managed exchange-traded fund that seeks capital appreciation through a diversified portfolio of international equities while employing a laddered options overlay strategy to hedge market exposure and reduce downside risk in falling markets; the underlying equity portfolio is constructed via a proprietary process to identify over- and undervalued stocks across all market capitalizations, including foreign subsidiaries of U.S. companies, while maintaining characteristics similar to the MSCI EAFE Index; options strategies involve purchasing exchange-traded put options and selling exchange-traded call options, typically based on ETFs replicating the MSCI EAFE Index, to provide a continuous hedge aimed at delivering a majority of the benchmark's returns with lower volatility over a full market cycle of three to five years. The fund targets investors seeking competitive risk-adjusted returns relative to traditional long-only international equity strategies, with geographic focus primarily on Europe (approximately 67%), Japan (22%), and Asia-Pacific (10%) including Australia, Hong Kong, Singapore, and New Zealand; top holdings as of late 2025 include ASML Holding NV, AstraZeneca PLC, Shell PLC, Siemens AG, and Banco Santander SA; it operates within the equity hedged category and trades on NYSE Arca under the J.P. Morgan Exchange-Traded Fund Trust. Launched as an ETF on July 11, 2025, following its prior operation as an open-end mutual fund with inception dating to March 15, 2019 (predecessor Class R6 shares), the fund maintains identical investment objectives and substantially similar strategies to its predecessor; this conversion represents a major structural shift to an ETF wrapper to enhance accessibility and liquidity while preserving the laddered hedge approach that staggers three-month hedges one month apart; managed by J.P. Morgan Asset Management—a division of JPMorgan Chase & Co., headquartered in New York—the fund has approximately $250 million in assets, a net expense ratio of 0.50%, and quarterly distributions as of November 2025.