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JPMorgan Hedged Equity 2 I (JHQDX)

18.39
-0.02
(-0.11%)
At close: 8:01:23 PM EDT
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  • Previous Close 18.41
  • YTD Return -3.26%
  • Expense Ratio 0.59%
  • Category Options Trading
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 5.1B
  • Beta (5Y Monthly) 0.50
  • Yield 0.77%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.02
  • Inception Date Feb 26, 2021

Under normal circumstances, the fund invests at least 80% of its assets in equity securities. "Assets" means net assets plus the amount of borrowings for investment purposes. It will also systematically purchase and sell exchange traded put options and sell exchange traded call options, employing an option overlay known as a "Put/Spread Collar" strategy. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

JPMorgan

Fund Family

Options Trading

Fund Category

5.1B

Net Assets

2021-02-26

Inception Date

More about JPMorgan Hedged Equity 2 I

Performance Overview: JHQDX

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Trailing returns as of 5/21/2025. Category is Options Trading.

YTD Return

JHQDX
3.26%
Category
6.64%
 

1-Year Return

JHQDX
8.06%
Category
16.67%
 

3-Year Return

JHQDX
7.70%
Category
6.96%
 

5-Year Return

JHQDX
0.00%
Category
6.01%
 

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Holdings: JHQDX

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Sector Weightings

SectorJHQDX
Technology   31.39%
Financial Services   13.95%
Consumer Cyclical   11.81%
Healthcare   11.23%
Communication Services   8.71%
Industrials   7.88%
Consumer Defensive   4.79%
Energy   3.65%
Utilities   2.52%
Real Estate   2.12%
Basic Materials   1.95%
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Recent News: JHQDX

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Research Reports: JHQDX

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