Jpmorgan Hedged is trading at 33.44 as of the 20th of July 2025; that is 0.06% up since the beginning of the trading day. The fund's open price was 33.42. Jpmorgan Hedged has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. More on Jpmorgan Hedged Equity
Jpmorgan Hedged Equity [JHQAX] is traded in USA and was established 20th of July 2025. Jpmorgan Hedged is listed under JPMorgan category by Fama And French industry classification. The fund is listed under Options Trading category and is part of JPMorgan family. This fund currently has accumulated 15.87 B in assets under management (AUM) with no minimum investment requirementsJpmorgan Hedged Equity is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.01%, while the total return for the last 3 years was 11.58%.
Check Jpmorgan Hedged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Jpmorgan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Jpmorgan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Jpmorgan Hedged Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Jpmorgan Hedged Equity Mutual Fund Constituents
Other Information on Investing in Jpmorgan Mutual Fund
Jpmorgan Hedged financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Hedged security.
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.