JPMorgan Hedged Equity Laddered Overlay ETF

HELO

J.P. Morgan

JPMorgan Hedged Equity Laddered Overlay ETF (HELO) on the Akinda fund screen (AAOIFI-derived): Not halal. Coverage 96.65%. Below: the fund under all five rulebooks, its facts and every holding with its own verdict.

Akinda fund screen

Akinda fund screen (AAOIFI-derived)Not halalCoverage: 96.65%

Halal 65.19%
Doubtful 11.23%
Not halal 20.23%
Not rated 3.35%

The bar is scaled to fit; the figures are as reported, and the buckets do not always total 100%.

Coverage is the share of the fund's weight we hold a usable verdict for. Below 95%, a fund is rated only when the weight we can see already breaches the 5% limit; otherwise it is not rated by this method.

Fund facts

Issuer: J.P. Morgan
Venue (where it trades): United States
Domicile (where it is registered): United States
Reporting currency: USD
Expense ratio: 0.50%
AUM: 4.84B USD
Holdings: 145 (145 screened)
Basket as of (provider): 3 Nov 2026
Basket fetched by Akinda: 3 Nov 2026
Verdict updated: 3 Nov 2026

Venue is where a fund trades; domicile is where it is registered. London-listed funds are domiciled in Ireland or Luxembourg, so use Venue for UK ETFs.

Five rulebooks

Rulebook	Verdict	Halal	Not halal
Akinda fund screen (AAOIFI)	Not halal	65.19%	20.23%
DJIM	Not halal	67.03%	22.40%
FTSE	Not halal	50.17%	39.89%
MSCI	Not halal	50.27%	39.79%
S&P	Not halal	67.34%	22.09%

Every bar uses the same 0–100% scale. Index rulebooks report only halal and not-halal weight; uncoloured weight is weight that rulebook does not classify. Coverage is published for the Akinda fund screen only.

The fund screen and the four index rulebooks answer different questions, so they are expected to disagree. A fund can be doubtful on our fund screen and halal under S&P; both are correct.

Holdings

1–50 of 145 holdings, largest first · basket as of 3 Nov 2026

No.	Holding	Weight	Akinda (AAOIFI)	DJIM	FTSE	MSCI	S&P
No.	Holding	Weight	Akinda (AAOIFI)	DJIM	FTSE	MSCI	S&P
1	NVDANVIDIA CORP COMMON STOCK	7.90%	Halal	Halal	Halal	Halal	Halal
2	AAPLAPPLE INC COMMON STOCK	7.24%	Halal	Halal	Halal	Halal	Halal
3	MSFTMICROSOFT CORP COMMON	6.51%	Halal	Halal	Halal	Halal	Halal
4	AMZNAMAZON.COM INC COMMON	4.05%	Halal	Halal	Halal	Halal	Halal
5	AVGOBROADCOM INC COMMON	2.54%	Halal	Halal	Not halal	Not halal	Halal
6	GOOGLALPHABET INC-CL A -	2.54%	Doubtful	Not rated	Not rated	Not rated	Not rated
7	METAMETA PLATFORMS INC COMMON	2.14%	Halal	Halal	Halal	Halal	Halal
8	GOOGALPHABET INC-CL C -	1.82%	Doubtful	Not rated	Not rated	Not rated	Not rated
9	MUMICRON TECHNOLOGY INC	1.63%	Halal	Halal	Halal	Halal	Halal
10	XOMEXXONMOBIL HOLDINGS CORP	1.55%	Halal	Halal	Halal	Halal	Halal
11	JNJJOHNSON & JOHNSON COMMON	1.49%	Halal	Halal	Halal	Halal	Halal
12	LLYELI LILLY AND COMPANY	1.48%	Halal	Halal	Not halal	Not halal	Halal
13	MAMASTERCARD INC COMMON	1.37%	Doubtful	Not halal	Not halal	Not halal	Not halal
14	TSLATESLA INC COMMON STOCK	1.36%	Halal	Halal	Halal	Halal	Halal
15	ABBVABBVIE INC COMMON STOCK	1.26%	Halal	Halal	Not halal	Not halal	Halal
16	AMDADVANCED MICRO DEVICES	1.26%	Halal	Halal	Halal	Halal	Halal
17	BRK-BBERKSHIRE HATHAWAY INC	1.24%	Not halal	Not halal	Not halal	Not halal	Not halal
18	VVISA INC COMMON STOCK USD	1.06%	Halal	Not halal	Not halal	Not halal	Not halal
19	RTXRTX CORP	1.03%	Doubtful	Halal	Not halal	Not halal	Halal
20	ACNACCENTURE PLC COMMON	0.97%	Doubtful	Not rated	Not rated	Not rated	Not rated
21	LRCXLAM RESEARCH CORP COMMON	0.92%	Halal	Halal	Halal	Halal	Halal
22	NEENEXTERA ENERGY INC	0.90%	Not halal	Not halal	Not halal	Not halal	Not halal
23	EOGEOG RESOURCES INC COMMON	0.88%	Halal	Halal	Halal	Halal	Halal
24	LOWLOWE'S COS INC COMMON	0.86%	Not halal	Halal	Not halal	Not halal	Halal
25	PMPHILIP MORRIS	0.85%	Not halal	Not halal	Not halal	Not halal	Not halal
26	MMM3M CO COMMON STOCK USD	0.84%	Halal	Halal	Not halal	Not halal	Halal
27	WFCWELLS FARGO & CO COMMON	0.79%	Not halal	Not halal	Not halal	Not halal	Not halal
28	PEPPEPSICO INC COMMON STOCK	0.79%	Halal	Halal	Not halal	Not halal	Halal
29	WMTWALMART INC COMMON STOCK	0.75%	Halal	Halal	Halal	Halal	Halal
30	BACBANK OF AMERICA CORP	0.75%	Not halal	Not halal	Not halal	Not halal	Not halal
31	ECLECOLAB INC COMMON STOCK	0.72%	Halal	Halal	Not halal	Not halal	Halal
32	CCITIGROUP INC COMMON	0.71%	Not halal	Not halal	Not halal	Not halal	Not halal
33	UNHUNITEDHEALTH GROUP INC	0.71%	Not halal	Not halal	Not halal	Not halal	Not halal
34	USBUS BANCORP COMMON STOCK	0.69%	Not halal	Not halal	Not halal	Not halal	Not halal
35	SCHWCHARLES SCHWAB CORP/THE	0.69%	Not halal	Not halal	Not halal	Not halal	Not halal
36	PLTRPALANTIR TECHNOLOGIES INC	0.68%	Doubtful	Not rated	Not halal	Not halal	Not rated
37	NXPINXP SEMICONDUCTORS NV	0.67%	Halal	Halal	Not halal	Not halal	Halal
38	MCDMCDONALD'S CORP COMMON	0.66%	Halal	Halal	Not halal	Not halal	Halal
39	HWMHOWMET AEROSPACE INC	0.64%	Doubtful	Halal	Not halal	Not halal	Halal
40	APHAMPHENOL CORP COMMON	0.64%	Halal	Halal	Not halal	Not halal	Halal
41	AONAON PLC COMMON STOCK USD	0.62%	Not halal	Not halal	Not halal	Not halal	Not halal
42	TXNTEXAS INSTRUMENTS INC	0.62%	Halal	Halal	Not halal	Not halal	Halal
43	COPCONOCOPHILLIPS COMMON	0.61%	Halal	Halal	Halal	Halal	Halal
44	AJGARTHUR J GALLAGHER & CO	0.60%	Not halal	Not halal	Not halal	Not halal	Not halal
45	BMYBRISTOL-MYERS SQUIBB CO	0.60%	Not halal	Not halal	Not halal	Not halal	Not halal
46	TMOTHERMO FISHER SCIENTIFIC	0.58%	Halal	Halal	Not halal	Not halal	Halal
47	REGNREGENERON PHARMACEUTICALS	0.58%	Halal	Halal	Halal	Halal	Halal
48	TAT&T INC COMMON STOCK USD	0.57%	Not halal	Not halal	Not halal	Not halal	Not halal
49	MDLZMONDELEZ INTERNATIONAL	0.57%	Halal	Halal	Halal	Halal	Halal
50	SYKSTRYKER CORP COMMON STOCK	0.54%	Halal	Halal	Not halal	Not halal	Halal

Not rated means we hold no usable verdict for that company; it is never treated as compliant.

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