Fund comparison · from official SEC filings
JHEQX vs JHQTX: how much do they overlap?
JPMorgan Hedged Equity Fund and JPMorgan Hedged Equity 3 Fund
vs
JHEQX and JHQTX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
JHEQX
JHQTX
N
NVDANVIDIA CORP
7.52%
7.72%
A
AAPLAPPLE INC
6.06%
6.22%
M
MGMXXJPMORGAN US GOVT MMKT-IM
5.76%
1.46%
M
MSFTMICROSOFT CORP
5.02%
5.15%
A
AMZNAMAZON.COM INC
3.84%
3.94%
G
GOOGLALPHABET INC-CL A
2.83%
2.91%
A
AVGOBROADCOM INC
2.60%
2.67%
?
—N/A
-0.01%
2.33%
M
METAMETA PLATFORMS INC-CLASS A
2.25%
2.31%
J
JIMXXJPM PRIME MMKT-IM
2.20%
1.72%
E
EXMOCEXXON MOBIL CORP
2.04%
2.09%
G
GOOGALPHABET INC-CL C
1.86%
1.91%
T
TSLATESLA INC
1.66%
1.70%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.30%
1.33%
J
JNJJOHNSON & JOHNSON
1.29%
1.32%
M
MAMASTERCARD INC - A
1.26%
1.30%
A
ABBVABBVIE INC
1.07%
1.10%
L
LLYELI LILLY & CO
1.01%
1.04%
P
PEPPEPSICO INC
1.00%
1.02%
V
VVISA INC-CLASS A SHARES
0.96%
0.99%
N
NEENEXTERA ENERGY INC
0.95%
0.97%
R
RTXRTX CORP
0.94%
0.96%
W
WFCWELLS FARGO & CO
0.93%
0.96%
T
TTTRANE TECHNOLOGIES PLC
0.89%
0.91%
B
BACBANK OF AMERICA CORP
0.88%
0.91%
Only in JHEQX
Nothing exclusive.
Only in JHQTX
Nothing exclusive.
Hold JHEQX and JHQTX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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JHQTX vs JHDAXJPMorgan Hedged Equity 2 Fund
99% overlap
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96% overlap
JHEQX vs JHDAXJPMorgan Hedged Equity 2 Fund
95% overlap
JHEQX vs JDEAXJPMorgan U.S. Research Enhanced Equity Fund
94% overlap
JHQTX 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.