Fund comparison · from official SEC filings
JHDAX vs JHEQX: how much do they overlap?
JPMorgan Hedged Equity 2 Fund and JPMorgan Hedged Equity Fund
vs
JHDAX and JHEQX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JHDAX
JHEQX
N
NVDANVIDIA CORP
7.70%
7.52%
A
AAPLAPPLE INC
6.21%
6.06%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.38%
5.76%
M
MSFTMICROSOFT CORP
5.14%
5.02%
A
AMZNAMAZON.COM INC
3.96%
3.84%
J
JIMXXJPM PRIME MMKT-IM
3.15%
2.20%
G
GOOGLALPHABET INC-CL A
2.90%
2.83%
A
AVGOBROADCOM INC
2.67%
2.60%
M
METAMETA PLATFORMS INC-CLASS A
2.34%
2.25%
?
—N/A
2.28%
-0.01%
E
EXMOCEXXON MOBIL CORP
2.09%
2.04%
G
GOOGALPHABET INC-CL C
1.85%
1.86%
T
TSLATESLA INC
1.70%
1.66%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.33%
1.30%
J
JNJJOHNSON & JOHNSON
1.32%
1.29%
M
MAMASTERCARD INC - A
1.29%
1.26%
A
ABBVABBVIE INC
1.09%
1.07%
L
LLYELI LILLY & CO
1.03%
1.01%
P
PEPPEPSICO INC
1.02%
1.00%
V
VVISA INC-CLASS A SHARES
0.99%
0.96%
N
NEENEXTERA ENERGY INC
0.97%
0.95%
R
RTXRTX CORP
0.96%
0.94%
W
WFCWELLS FARGO & CO
0.95%
0.93%
T
TTTRANE TECHNOLOGIES PLC
0.91%
0.89%
B
BACBANK OF AMERICA CORP
0.90%
0.88%
Only in JHDAX
Nothing exclusive.
Only in JHEQX
Nothing exclusive.
Hold JHDAX and JHEQX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
JHDAX vs JHQTXJPMorgan Hedged Equity 3 Fund
99% overlap
JHDAX vs JDEAXJPMorgan U.S. Research Enhanced Equity Fund
96% overlap
JHEQX vs JHQTXJPMorgan Hedged Equity 3 Fund
95% overlap
JHEQX vs JDEAXJPMorgan U.S. Research Enhanced Equity Fund
94% overlap
JHDAX vs HELOJPMorgan Hedged Equity Laddered Overlay ETF
89% overlap
JHEQX vs HELOJPMorgan Hedged Equity Laddered Overlay ETF
88% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.