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Jpmorgan Hedged Equity Fund Class I (JHEQX)

US Funds

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32.99 -0.32 -0.96%

10/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 16.79B

Type: Fund

Market: United States

Issuer: JPMorgan

Asset Class: Other

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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	0.67	0.67	0.00
Stocks	99.34	100.58	1.24

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.09	19.56
Price to Book	4.55	3.77
Price to Sales	3.40	2.55
Price to Cash Flow	16.02	13.59
Dividend Yield	1.39	1.76
5 Years Earnings Growth	11.34	10.91

Sector Allocation

Name	Net %	Category Average
Technology	32.97	27.47
Financial Services	13.37	13.19
Consumer Cyclical	12.47	10.71
Healthcare	10.67	13.05
Industrials	8.19	8.88
Communication Services	8.13	6.76
Consumer Defensive	4.32	6.87
Energy	3.35	4.74
Utilities	2.47	3.30
Real Estate	2.13	1.59
Basic Materials	1.93	3.57

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 164

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	7.18	135.91	-3.00%
Microsoft	US5949181045	6.97	418.95	-1.32%
Apple	US0378331005	6.94	236.85	-2.41%
Amazon.com	US0231351067	4.34	218.94	-1.44%
Meta Platforms	US30303M1027	2.87	615.86	+0.84%
Alphabet A	US02079K3059	1.97	192.04	-0.98%
Mastercard	US57636Q1040	1.73	504.67	-2.27%
Tesla	US88160R1014	1.73	394.74	-0.05%
UnitedHealth	US91324P1021	1.63	520.69	-0.73%
Berkshire Hathaway B	US0846707026	1.56	442.66	-2.03%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Fund Class 6	2.16B	18.55	8.33	8.64
JPMorgan Hedged Equity A	1.48B	17.93	7.79	8.11
JPMorgan SmartRetirement Blend Inc6	685.16M	8.45	1.52	4.53
JPMorgan Hedged Equity Fund Class C	577.71M	17.37	7.25	7.57
JPMorgan SmartRetirement Income R6	368.91M	8.18	1.44	4.45

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Recent Quotes

	Name	Price	Chg.	Chg. %
	JPMorgan Hedged E.	32.99	-0.32	-0.96%