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Jpmorgan Hedged Equity Fund Class I (JHEQX)

US Funds

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33.90 +0.30 +0.89%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Other

Morningstar Rating:
Total Assets: 17B

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JHEQX Holdings

Comprehensive information about top holdings and Key Holding Information for the JPMorgan Hedged Equity Select (JHEQX) fund. Our JPMorgan Hedged Equity Select portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.75	1.75	0.00
Shares	98.24	98.97	0.73

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.02	20.11
Price to Book	4.43	3.97
Price to Sales	3.33	2.68
Price to Cash Flow	15.38	14.05
Dividend Yield	1.40	1.67
5 Years Earnings Growth	12.91	11.42

Sector Allocation

Name	Net %	Category Average
Technology	33.47	30.00
Financial Services	12.74	11.98
Consumer Cyclical	11.70	11.05
Healthcare	11.22	13.54
Communication Services	8.33	7.65
Industrials	7.87	8.40
Consumer Defensive	4.48	7.43
Energy	3.42	3.19
Utilities	2.60	3.18
Real Estate	2.19	1.53
Basic Materials	1.98	2.04

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 165

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	7.14	140.22	+0.39%
Microsoft	US5949181045	6.83	439.33	+0.94%
Apple	US0378331005	6.80	258.20	+1.15%
Amazon.com	US0231351067	3.98	229.05	+1.77%
Meta Platforms	US30303M1027	2.80	607.75	+1.32%
Alphabet A	US02079K3059	2.04	196.11	+0.76%
Mastercard	US57636Q1040	1.66	535.71	+1.28%
Alphabet C	US02079K1079	1.56	197.57	+0.81%
UnitedHealth	US91324P1021	1.54	506.10	-0.05%
Berkshire Hathaway B	US0846707026	1.49	458.66	+0.95%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Fund Class 6	2.23B	20.65	9.53	8.98
JPMorgan Hedged Equity A	1.5B	20.07	8.99	8.44
JPMorgan SmartRetirement Blend Inc6	712.57M	10.62	2.83	4.66
JPMorgan Hedged Equity Fund Class C	584.75M	19.55	8.44	7.90
JPMorgan SmartRetirement Income R6	375.3M	10.55	2.85	4.62

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Hedged E.	33.90	+0.30	+0.89%