Jhqax.

1-Year 10.98%. 3-Year 4.22%. 5-Year 5.57%. 10-Year N/A. Current and Historical Performance Performance for JPMorgan Hedged Equity Fund on Yahoo Finance.JHQAX - JPMorgan Hedged Equity Fund Class A reports 23.18% increase in ownership of EXPE / Expedia Group Inc - 13F, 13D, 13G Filings - Fintel.ioJPMorgan Hedged Equity (JHQAX) This fund has the sort of record that alternative managers imply they will produce but then fail to deliver. It holds up well in down markets and has performed consistently in most years. The fund follows a systematic process for buying and selling options on the S&P 500 index, which serves toSep 30, 2023 · NAV / 1-Day Return 11.39 / 0.09 %. Total Assets 49.9 Bil. Adj. Expense Ratio 0.240%. Expense Ratio 0.240%. Distribution Fee Level Low. Share Class Type No Load. Category Large Blend. Investment ... JHQAX - JPMorgan Hedged Equity Fund Class A reports 12.19% decrease in ownership of ENN1 / WTI CRUDE FUTURE Jul21 - 13F, 13D, 13G Filings - Fintel.io

Nov 29, 2023 · Total net assets. 15.79bn USD. As of Oct 31 2023. Share class size. 1.22bn USD. As of Oct 31 2023. Net expense ratio. 0.83%. Front end load.

Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and ...

See fees data for JPMorgan Hedged Equity Fund (JHQAX). Research information including fund fees, cost projections and minimum investments for JPMorgan Hedged Equity Fund.JHQAX JPMorgan Hedged Equity A Fund Class Information. Class Name Ticker; NA: Load Information. Ticker Max Load % Deferred Load % Red. Fee % 12B-1 Fee % Mgmt Fee % Expense Ratio %JHQAX - JPMorgan Hedged Equity Fund Class A ownership in US654106AJ22 / NIKE INC SR UNSECURED 03/27 2.75 - 13F, 13D, 13G Filings - Fintel.ioJHQAX - JPMorgan Hedged Equity Fund Class A reports 61.90% increase in ownership of BURL / Burlington Stores Inc - 13F, 13D, 13G Filings - Fintel.ioJHQAX - JPMorgan Hedged Equity Fund Class A reports 72.14% increase in ownership of TFC / Truist Financial Corp - 13F, 13D, 13G Filings - Fintel.io

Sep 6, 2023 · Morningstar’s Analysis JHQAX Medalist rating as of Sep 6, 2023 . Reliable execution of a thoughtful strategy. Our research team assigns Bronze ratings to strategies they’re confident will...

Top 916 Mutual Funds with NVDA / NVIDIA Corp (NASDAQ) FALAX - Fidelity Advisor Large Cap Fund Class A. AGRFX - AB Growth Fund Class A. UTMAX - Target Managed Allocation Fund. JTKRX - John Hancock Global Thematic Opportunities Fund Class R6. TMSRX - T. Rowe Price Multi-Strategy Total Return Fund.

The current volatility for JPMorgan Hedged Equity Fund (JHQAX) is 2.61%, while WisdomTree U.S. MidCap Fund (EZM) has a volatility of 6.84%. This indicates that JHQAX experiences smaller price fluctuations and is considered to be less risky than EZM based on this measure. The chart below showcases a comparison of their rolling one …Oct 31, 2023 · Zacks Premium Research for JHQAX. Zacks MF Rank. More Info. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Rank ... Distribution History (JHQAX) Date. Income distribution. Capital gains distribution. YTD. $0.13 ...Feb 7, 2022 · The custom portfolio puts 80% in the Vanguard fund and 20% in JPMorgan Hedged Equity JHQAX, which effectively reduces the overall equity weight by 12% and the bond helping by 8%. When the 10-year ... 46637K315 JHQAX 5.25 .25 0.83000. SELL ONLY. JPMorgan. JPMorgan Hedged Equity Fund Class C. 46637K299 JHQCX. 1.00 .75 1.33000. SELL ONLY. JPMorgan. JPMorgan ...

Analyze the Fund JPMorgan Hedged Equity Fund Class A having Symbol JHQAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. Distribution History (JHQAX) Date. Income distribution. Capital gains distribution. YTD. $0.13 ...JHQAX - JPMorgan Hedged Equity Fund Class A reports 43.61% increase in ownership of BKR / Michael Baker Corp - 13F, 13D, 13G Filings - Fintel.ioJHQAX - Objective: The Fund seeks to provide capital appreciation. 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. The Fund uses an enhanced index strategy to invest in these equity securities ...JHQAX - JPMorgan Hedged Equity Fund Class A reports 5.89% decrease in ownership of HLTW / Hilton Worldwide Holdings Inc - 13F, 13D, 13G Filings - Fintel.io

Zacks Premium Research for JHQAX. Zacks MF Rank. More Info. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Rank ...JHQAX - JPMorgan Hedged Equity Fund Class A reports 2.73% increase in ownership of CDAY / Ceridian HCM Holding Inc - 13F, 13D, 13G Filings - Fintel.io

JHQAX - JPMorgan Hedged Equity Fund Class A reports 24.60% decrease in ownership of LDOS / Leidos Holdings Inc - 13F, 13D, 13G Filings - Fintel.ioSee the company profile for JPMorgan Hedged Equity Fund (JHQAX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key executives ...JHQAX - JPMorgan Hedged Equity Fund Class A ownership in US654106AJ22 / NIKE INC SR UNSECURED 03/27 2.75 - 13F, 13D, 13G Filings - Fintel.ioJHQAX - JPMorgan Hedged Equity Fund Class A reports 8.13% decrease in ownership of IC2 / Intercontinental Exchange Inc - 13F, 13D, 13G Filings - Fintel.ioThe put spread collar is typically set to allow "upside participation in the average range of 3.5% to 5.5%," while limiting downside exposure when the S&P 500 falls between -5% and -20%. The ...GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND Class A. HSUAX - Rational Dynamic Brands Fund Class A Shares. FORTX - Abraham Fortress Fund Class I. LCCAX - Columbia Contrarian Core Fund Class A. DFUSX - U.s. Large Company Portfolio. CVSIX - Calamos Market Neutral Income Fund Class A. PAEAX - Putnam Dynamic Asset …Intraday data delayed at least 15 minutes or per exchange requirements. JPMorgan Hedged Equity Fund;A mutual fund holdings by MarketWatch. View JHQAX holdings data and information to see the ...Check out JPMorgan Hedged Equity A via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.The fund has added around $2 billion in new assets since, but the manager’s demonstrated ability to manage this increased capacity signals a thoughtful approach. by Lan Anh Tran. Rated on Sep 6 ...

Analyze the Fund JPMorgan Hedged Equity Fund Class A having Symbol JHQAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

The correlation between PTNQ and JHQAX is 0.77, which is considered to be high.That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Analyze the Fund JPMorgan Hedged Equity Fund Class A having Symbol JHQAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. Analyze the Fund JPMorgan Hedged Equity Fund Class A having Symbol JHQAX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.JHEQX /JHQAX uses options spreads - it quarterly buys 5% OTM SP500 puts, sells 20% OTM SP500 puts, so the protection kicks in when SP500 is down between 5-20%. There is no protection for the first 5% down, or for more than 20% down. It is an options overlay fund, not a long-short fund.JHQAX - JPMorgan Hedged Equity Fund Class A reports 23.18% increase in ownership of EXPE / Expedia Group Inc - 13F, 13D, 13G Filings - Fintel.ioThese institutions hold a total of 6,636,813,495 shares. Largest shareholders include JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, JHQAX ...Sep 6, 2023 · JHQAX Price - See what it cost to invest in the JPMorgan Hedged Equity A fund and uncover hidden expenses to decide if this is the best investment for you. JHQAX - JPMorgan Hedged Equity Fund Class A reports 2.73% increase in ownership of EIX / Edison International - 13F, 13D, 13G Filings - Fintel.ioSep 6, 2023 · Learn how it impacts everything we do. JHQAX Performance - Review the performance history of the JPMorgan Hedged Equity A fund to see it's current status, yearly returns, and dividend history. Performance charts for JPMorgan Hedged Equity Fund (JHQAX) including intraday, historical and comparison charts, technical analysis and trend lines.FYI: JHQAX is closed to new investors. However, JP Morgan has opened two new funds, JHDAX and JHTAX, that follow the same approach as JHQAX. Hopefully, the excerpt below from the M* Fund Analysis report of 9/2/2021 by Erol Alitovsky will be helpful to anyone who may find these funds an "interesting option":

Net Assets: Return: JHQAX | A complete JPMorgan Hedged Equity Fund;A mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund …JHQAX - JPMorgan Hedged Equity Fund Class A reports 8.15% decrease in ownership of ORCL / Oracle Corporation - 13F, 13D, 13G Filings - Fintel.ioJHQAX - JPMorgan Hedged Equity Fund Class A reports 8.15% decrease in ownership of BMY / Bristol-Myers Squibb Co - 13F, 13D, 13G Filings - Fintel.ioInstagram:https://instagram. dividend pay datetransunion smartmove reviewsofi stock forecastfirst trust water etf JHQAX - JPMorgan Hedged Equity Fund Class A reports 32.94% increase in ownership of BKNG / Booking Holdings Inc - 13F, 13D, 13G Filings - Fintel.io best sep ira plansthird party cell phone insurance Sep 6, 2023 · JHQAX Price - See what it cost to invest in the JPMorgan Hedged Equity A fund and uncover hidden expenses to decide if this is the best investment for you. trimble inc stock JHQAX JPMorgan Hedged Equity A Fund Class Information. Class Name Ticker; NA: Load Information. Ticker Max Load % Deferred Load % Red. Fee % 12B-1 Fee % Mgmt Fee % Expense Ratio %JHQAX - JPMorgan Hedged Equity Fund Class A reports 18.11% increase in ownership of RJF / Raymond James Financial, Inc. - 13F, 13D, 13G Filings - Fintel.ioNov 27, 2023 · A high-level overview of JPMorgan Hedged Equity Fund A (JHQAX) stock. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools.