HEQQJPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
Seeks capital appreciation.
By JPMorgan · Launched 2025
Annual Cost
0.50%
#2,667 of 5,861 · average
Fund Size
$31M
#4,155 of 5,861 · small
Return (1Y)Goal
+11.0%
Track Record
1 year
#4,189 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,090+10.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 56.6% of fundmoderately concentrated
NVIDIA Corp.
9.6%
Alphabet, Inc.
7.8%
Apple, Inc.
7.8%
Microsoft Corp.
6.4%
Amazon.com, Inc.
5.8%
Walmart, Inc.
4.7%
Broadcom, Inc.
3.9%
Meta Platforms, Inc.
3.7%
Micron Technology, Inc.
3.6%
Advanced Micro Devices, Inc.
3.5%
Asset allocation
Stocks
92.9%
Cash
7.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
9.3%Low
Year-on-year price swings
Max drawdown
-7.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities listed on the NASDAQ Stock Market, focusing on large and mid cap companies, while employing an options overlay strategy for downside protection. The strategy aims to provide capital appreciation with lower volatility than traditional long-only equity strategies, particularly in the information technology sector.
- Inception date
- March 26, 2025
- Fund family
- JPMorgan
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Data updated on 2026-08-04