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HEQQ
+2.65 · +4.73%
$58.70 · NASDAQ

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) ETF Analysis | Equity Hedged

JPMorgan · USA
AUM:$32.3M
#– of – in Equity Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

HEQQ returned +0.0% over the past year, broadly in line with flat market conditions.

What is HEQQ?

The manager 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 manager seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure relative to traditional long-only equity strategies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
HEQQ returned 0.0% over the past year.
Concentrated Holdings
Top 10 holdings account for 53.8% of the ETF — significant weight in a small number of names.
ETF Information
AUM$32.3M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings47
Inception DateMar 2025
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta–
CategoryEquity Hedged
CurrencyUSD
Portfolio Impact

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Example preview
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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+5.2%
1Y
+10.1%
3Y
+22.6%
5Y
+22.6%
OpenBook InsightIf you had invested £10,000 in HEQQ 5 years ago, it would have grown to £12,255 — a gain of £2,255.

Annual Returns

Calendar year performance

HEQQ delivered positive returns in 2 of the last 2 calendar years.
YearHEQQ
2026 YTD+4.5%
2025+17.2%
2/2 positive yearsAvg return: +10.8%Worst year: +4.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.1%
Low
Momentum
+1.7%
30-day change
Support Level
60.26
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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