JPMorgan Hedged Equity Fund Class R6
JHQRX
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- JPMorgan Hedged Equity Fund Class R6 (JHQRX) is an open-end mutual fund that seeks capital appreciation through a hedged equity strategy, investing primarily in a portfolio of large-capitalization U.S. equity securities resembling the S&P 500 Index overlaid with options for downside protection and upside moderation; it employs a quarterly-resetting put-spread collar involving the purchase of 5% out-of-the-money S&P 500 put options funded in part by selling 20% out-of-the-money put options, while also selling out-of-the-money call options to cap potential gains, typically averaging 3%-5% above the index over each three-month cycle. The fund maintains a portfolio heavily weighted toward U.S. stocks (99.20% allocation), with top sectors including technology (36.14%), financial services (13.15%), and consumer cyclical (11.80%); key holdings as of recent data encompass NVIDIA Corp. (8.45%), Microsoft Corp. (7.38%), Apple Inc. (6.74%), Amazon.com Inc. (4.09%), and Meta Platforms Inc. (3.26%), representing 29.92% of assets. Total net assets stand at approximately $21.38 billion, with the R6 share class at $2.25 billion and a net expense ratio of 0.32%; it targets institutional investors with a minimum initial investment of $15 million and is available for sale in the United States. Launched on December 13, 2013, and domiciled in the United States, the fund is managed by J.P. Morgan Investment Management Inc., a subsidiary of JPMorgan Chase & Co., headquartered in New York, New York. The portfolio management team comprises Raffaele Zingone and Hamilton Reiner (since inception), with Judy Jansen and Matthew Bensen added as co-portfolio managers effective November 1, 2024, enhancing the derivatives oversight for hedged equity and related options-based strategies. Recent developments include the implementation of a put-spread collar reset in October 2025 for the $21 billion JPMorgan Hedged Equity Fund strategy (encompassing JHQRX), adjusting out-of-the-money options positions amid market volatility to maintain delta neutrality and risk controls. In March 2025, J.P. Morgan Asset Management expanded its broader hedged equity offerings with the launch of the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ), complementing the existing JPMorgan Hedged Equity Laddered Overlay ETF (HELO) and underscoring strategic growth in laddered overlay products for Nasdaq and S&P 500 exposure. These moves align with ongoing portfolio adjustments, such as new positions in names like Apollo Global Management, GE Vernova, and CrowdStrike across related hedged equity vehicles.