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Jpmorgan Hedged Equity Fund Class I (JHEQX)

US Funds

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32.17 -0.34 -1.05%

26/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 17.19B

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	1.83	1.83	0.00
Stocks	98.17	99.55	1.38

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.07	19.43
Price to Book	4.45	3.71
Price to Sales	3.39	2.52
Price to Cash Flow	15.33	13.36
Dividend Yield	1.41	1.79
5 Years Earnings Growth	9.89	10.10

Sector Allocation

Name	Net %	Category Average
Technology	32.20	25.35
Financial Services	13.46	13.88
Consumer Cyclical	13.41	10.73
Healthcare	10.63	13.66
Communication Services	9.23	6.72
Industrials	7.71	9.18
Consumer Defensive	4.00	7.01
Energy	3.17	4.76
Utilities	2.33	3.55
Real Estate	1.99	1.91
Basic Materials	1.86	3.41

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 164

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	6.81	390.58	+0.16%
Apple	US0378331005	6.66	223.85	+1.05%
NVIDIA	US67066G1040	6.20	111.43	-2.05%
Amazon.com	US0231351067	4.88	201.36	+0.11%
Meta Platforms	US30303M1027	3.43	602.58	-1.37%
Alphabet A	US02079K3059	2.37	162.24	-1.71%
Tesla	US88160R1014	2.04	273.13	+0.39%
Mastercard	US57636Q1040	1.80	557.57	+1.55%
Broadcom	US11135F1012	1.78	171.99	-4.06%
Visa A	US92826C8394	1.65	349.86	+1.65%

Top Other Funds by JPMorgan

Name	Total Assets	YTD%	3Y%	10Y%
JPMorgan Hedged Equity Fund Class 6	2.16B	0.96	10.15	8.55
JPMorgan Hedged Equity A	1.49B	0.88	9.61	8.01
JPMorgan SmartRetirement Blend Inc6	691.77M	2.76	4.09	4.60
JPMorgan Hedged Equity Fund Class C	580.62M	0.82	9.06	7.47
JPMorgan SmartRetirement Income R6	378.03M	2.73	4.01	4.49

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Recent Quotes

Name	Price	Chg.	Chg. %
JPMorgan Hedged E.	32.17	-0.34	-1.05%
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CONVERTINVEST All.	158.300	-0.780	-0.49%