HEQQ

J.P. Morgan$60.29+0.40 (+0.66%)
AUM $31.6MER 0.50%NAV $60.15Holdings 103

Price Chart

Key Statistics

Previous Close

$59.89

Day Range

$59.94$60.29

52-Week Range

$52.41$61.40

Avg Volume

1.5K

Dividend Yield

0.19%

Expense Ratio

0.50%

AUM

$31.6M

Shares Outstanding

553.4K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology53.76%
Communication Services15.33%
Consumer Cyclical12.28%
Consumer Defensive6.88%
Healthcare4.71%
Industrials2.97%
Utilities1.81%
Basic Materials0.74%
Energy0.71%
Financial Services0.58%
Real Estate0.23%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States99.02%
Netherlands1.43%
Canada0.55%
Uruguay0.49%
Other-1.48%

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$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$832.92B
SPYState Street SPDR S&P 500 ETF Trust$789.87B
QQQInvesco QQQ Trust, Series 1$492.97B

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 $31.6M 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 51.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK8.26%14,317$3.1M
2AAPLAPPLE INC COMMON STOCK7.02%8,544$2.7M
3GOOGALPHABET INC-CL C -5.95%6,106$2.3M
4MUMICRON TECHNOLOGY INC5.40%2,054$2.0M
5QQQ CALL USD 06/30/20265.31%-155$-2012210
6MSFTMICROSOFT CORP COMMON5.28%4,673$2.0M
7AMZNAMAZON.COM INC COMMON4.34%6,487$1.6M
8AMDADVANCED MICRO DEVICES4.01%2,904$1.5M
9WMTWALMART INC COMMON STOCK3.28%10,573$1.2M
10AVGOBROADCOM INC COMMON3.05%2,758$1.2M
11METAMETA PLATFORMS INC2.96%1,789$1.1M
12LRCXLAM RESEARCH CORP COMMON2.95%3,328$1.1M
13INTCINTEL CORP COMMON STOCK2.70%9,166$1.0M
14TSLATESLA INC COMMON STOCK2.68%2,426$1.0M
15SEAGATE TECHNOLOGY2.46%1,005$931K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.66%
1W
-0.72%
1M
-1.28%
3M
+5.21%
6M
+4.15%
YTD
+3.52%
1Y
+14.83%
3Y
+20.88%
5Y
+20.88%

Moving Averages

20-Day MA

$60.80

Below 20-Day MA
50-Day MA

$59.96

Above 50-Day MA
200-Day MA

$58.24

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$61.40

Current Price

$60.29

52-Week Low

$52.41

$52.41$61.40

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(1481 ETFs)Technology(811 ETFs)
Fund Info
Expense Ratio0.50%0.63%0.84%
AUM$31.6M$7.60B$2.60B
Dividend Yield0.19%2.94%10.82%
Avg Volume1.5K735.4K1.3M
Holdings103203106
Performance
1-Month Return-1.22%+1.82%+3.34%
6-Month Return+2.66%+13.60%+13.89%
YTD Return+3.60%+15.02%+18.63%
1-Year Return+14.86%+33.05%+46.97%

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