JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)
59.04
+0.17
(+0.29%)
USD |
NASDAQ |
Dec 10, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.50% | 0.01% | 32.47M | 3860.77 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.64% | -- | 127.72M | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, the Fund invests at least 80% of its Assets in equity securities listed on the NASDAQ Stock Market. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Nontraditional Equity |
| Broad Category | Alternative Strategies |
| Global Peer Group | Alternative Relative Value |
| Peer Group | Options Arbitrage/Opt Strategies Funds |
| Global Macro | Liquid Alternatives |
| US Macro | Equity Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Options Arbitrage/Opt Strategies Funds |
| Fund Owner Firm Name | J.P. Morgan Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 11, 2025.
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.43% |
| Stock | 99.55% |
| Bond | 0.83% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.82% |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, the Fund invests at least 80% of its Assets in equity securities listed on the NASDAQ Stock Market. |
| General | |
| Security Type | Exchange-Traded Fund |
| Broad Asset Class | Nontraditional Equity |
| Broad Category | Alternative Strategies |
| Global Peer Group | Alternative Relative Value |
| Peer Group | Options Arbitrage/Opt Strategies Funds |
| Global Macro | Liquid Alternatives |
| US Macro | Equity Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Options Arbitrage/Opt Strategies Funds |
| Fund Owner Firm Name | J.P. Morgan Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |