JPMorgan Hedged Equity Fund Class R5
JHQPX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 277 Park Avenue New York NY United States of America 10172
- IPO Date
- May 30, 2014
- CIK
- 0001217286
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- JPMorgan Hedged Equity Fund Class R5 (JHQPX) is an open-end mutual fund managed by J.P. Morgan Asset Management that seeks capital appreciation through a diversified portfolio of U.S. large-cap equity securities resembling the S&P 500 Index, overlaid with a disciplined three-month options strategy featuring put-spread collars to hedge downside market risk while limiting some upside potential. The fund invests primarily in common stocks of large-cap companies, with top holdings including NVIDIA Corp., Microsoft Corp., Apple Inc., Amazon.com Inc., and Meta Platforms Inc.; it employs a proprietary stock selection process to identify over- and undervalued names while maintaining S&P 500-like characteristics in market cap, style (blend), and sector exposures such as technology (36%), financial services (13%), and consumer cyclical (12%). Geographic operations focus on U.S. equities (99% of portfolio), with minimal non-U.S. exposure, targeting institutional and retail investors seeking smoother equity returns with reduced volatility compared to the S&P 500. Launched on December 13, 2013, as part of the JPMorgan Mutual Fund Investment Trust, the R5 share class (CUSIP 46637K273) carries a net expense ratio of 0.43% and requires no minimum initial investment, with total fund assets exceeding $21 billion as of late 2025. The fund is headquartered at 270 Park Avenue, New York, New York, the global base of J.P. Morgan Asset Management. Core portfolio managers include Raffaele Zingone and Hamilton Reiner (since inception), alongside Judy Jansen and Matthew Bensen, who joined on November 1, 2024. Recent developments include a quarterly options overlay reset in October 2025, implementing a put-spread collar on the S&P 500 with strikes between 5,340-6,330 for puts and a 7,000 call sale, influencing broader market volatility amid $21 billion in assets. In March 2025, J.P. Morgan Asset Management expanded its Hedged Equity suite with the launch of the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ), complementing the earlier HELO ETF and related laddered funds (Hedged Equity Funds 2 and 3) that stagger options resets for smoother hedging. These initiatives reflect ongoing strategic enhancements in hedged equity offerings, with no reported acquisitions, funding rounds, or reorganizations specific to JHQPX in 2024-2025.