HEQQ

J.P. Morgan$60.11+0.14 (+0.24%)
AUM $31.3MER 0.50%NAV $59.61Holdings 103

Price Chart

Key Statistics

Previous Close

$59.97

Day Range

$60.11$60.11

52-Week Range

$49.47$60.12

Avg Volume

906

Dividend Yield

0.19%

Expense Ratio

0.50%

AUM

$31.3M

Shares Outstanding

517.4K

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology50.56%
Communication Services15.48%
Consumer Cyclical12.71%
Consumer Defensive7.59%
Healthcare5.75%
Industrials3.25%
Utilities2.04%
Energy0.88%
Basic Materials0.83%
Financial Services0.66%
Real Estate0.25%

Country Allocation

CountryWeight %
United States97.54%
Netherlands1.27%
Canada0.65%
Uruguay0.58%
Other-0.04%

Fund Information

Category
Technology
Inception Date
Mar 26, 2025
Exchange
NASDAQ
Description
The JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure. The fund employs an options overlay strategy to achieve its investment objective.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) is an exchange-traded fund issued by J.P. Morgan that launched on Mar 26, 2025. It currently manages $31.3M in assets under management. The fund charges an expense ratio of 0.50%. The fund holds 103 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 51.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK9.05%15,210$3.2M
2AAPLAPPLE INC COMMON STOCK7.03%9,076$2.5M
3GOOGALPHABET INC-CL C -6.34%6,487$2.2M
4MSFTMICROSOFT CORP COMMON6.02%4,965$2.1M
5AMZNAMAZON.COM INC COMMON5.20%6,891$1.8M
6WMTWALMART INC COMMON STOCK4.17%11,232$1.5M
7METAMETA PLATFORMS INC3.66%1,900$1.3M
8AVGOBROADCOM INC COMMON3.54%2,930$1.2M
9MUMICRON TECHNOLOGY INC3.10%2,182$1.1M
10AMDADVANCED MICRO DEVICES3.06%3,085$1.1M
11QQQ CALL USD 06/30/20262.95%-164$-1034020
12TSLATESLA INC COMMON STOCK2.77%2,577$970K
13LRCXLAM RESEARCH CORP COMMON2.70%3,536$947K
14ADIANALOG DEVICES INC2.30%2,017$806K
15INTCINTEL CORP COMMON STOCK2.30%9,738$804K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.24%
1W
+0.99%
1M
+8.67%
3M
+0.37%
6M
+3.03%
YTD
+2.97%
1Y
+21.51%
3Y
+20.23%
5Y
+20.23%

Moving Averages

20-Day MA

$58.24

Above 20-Day MA
50-Day MA

$57.79

Above 50-Day MA
200-Day MA

$57.19

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$60.12

Current Price

$60.11

52-Week Low

$49.47

$49.47$60.12

Current Yield

0.19%

Annual Dividend

$0.1121

Frequency

4x/year

Last Ex-Date

Dec 16, 2025

Dividend History

Ex-DateAmountPay Date
Dec 16, 2025$0.0514Dec 18, 2025
Sep 23, 2025$0.0449Sep 25, 2025
Jun 24, 2025$0.0158Jun 26, 2025

Dividend Payments Over Time

Category Comparison

MetricHEQQTechnology(1414 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio0.50%0.67%0.89%
AUM$31.3M$6.79B$2.29B
Dividend Yield0.19%2.97%10.82%
Avg Volume906575.1K1.1M
Holdings103200113
Performance
1-Month Return+7.70%+11.56%+12.71%
6-Month Return+4.35%+6.25%+1.58%
YTD Return+3.04%+7.05%+4.95%
1-Year Return+22.15%+37.22%+48.06%

Compare with Another ETF

Search for an ETF to compare with HEQQ:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.