JPMorgan Hedged Equity Fund Class C (JHQCX)

Fund Assets	18.33B
Expense Ratio	1.33%
Min. Investment	$1,000
Turnover	20.00%
Dividend (ttm)	0.00
Dividend Yield	0.01%
Dividend Growth	-55.85%
Payout Frequency	n/a
Ex-Dividend Date	Sep 26, 2025

Previous Close	35.09
YTD Return	0.49%
1-Year Return	4.20%
5-Year Return	34.59%
52-Week Low	32.90
52-Week High	35.40
Beta (5Y)	0.38
Holdings	156
Inception Date	Dec 13, 2013

About JHQCX

JPMorgan Hedged Equity Fund Class C is a mutual fund that employs a specialized equity strategy focused on risk management. Its primary function is to provide investors with capital appreciation and preservation by investing in a portfolio dominated by U.S. large-cap stocks, similar to those found in the S&P 500 Index. The fund differentiates itself through the use of options-based hedged strategies, including put writing and other options spreads, designed to minimize volatility and reduce downside exposure during market declines, while still participating in equity market growth. Notably, the fund’s holdings emphasize major technology and consumer companies, including Apple, Microsoft, NVIDIA, Amazon, and Meta Platforms, alongside tactical allocations to short-term government money market instruments and options contracts. The portfolio’s risk profile is marked by a consistently lower beta compared to equity benchmarks, reflecting its goal of lower volatility and smoother performance during turbulent market conditions. Managed by J.P. Morgan Asset Management since its inception in 2014, this fund occupies a distinctive role in the market, serving investors seeking stable equity exposure with built-in downside protection.

• Fund Family: JPMorgan
• Category: Options Trading
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: JHQCX
• Share Class: Class C
• Index: S&P 500 TR

Performance

JHQCX had a total return of 4.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.23%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
JHQRX	Class R6	0.33%
JHQPX	Class R5	0.43%
JHEQX	Class I	0.58%
JHQAX	Class A	0.83%

Top 10 Holdings

40.14% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	7.72%
Apple Inc.	AAPL	6.22%
JPMorgan US Government MMkt IM	MGMXX	5.05%
Microsoft Corporation	MSFT	4.60%
Amazon.com, Inc.	AMZN	3.98%
Alphabet Inc.	GOOGL	3.21%
Broadcom Inc.	AVGO	2.87%
Alphabet Inc.	GOOG	2.31%
Micron Technology, Inc.	MU	2.21%
Meta Platforms, Inc.	META	1.97%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 26, 2025	$0.00256	Sep 29, 2025
Jun 26, 2025	$0.00042	Jun 27, 2025
Dec 19, 2024	$0.01932	Dec 20, 2024
Sep 26, 2024	$0.00239	Sep 27, 2024
Jun 26, 2024	$0.00672	Jun 27, 2024
Dec 20, 2023	$0.0414	Dec 21, 2023

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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