JPMorgan Hedged Equity Fund Class I (JHEQX) Alternatives

JPMorgan Hedged Equity Fund Class I (JHEQX) belongs to the Hedge Fund category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JHEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Other Mutual Funds from JPMorgan

Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JLGMX	JPMorgan Large Cap Growth Fund Class R6	Large Cap Growth Equities	25	-8.48%	Nov 30, 2010	JHEQX vs JLGMX
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	24	-8.55%	Feb 28, 1992	JHEQX vs SEEGX
OLGAX	JPMorgan Large Cap Growth Fund Class A	Large Cap Growth Equities	23	-8.59%	Feb 28, 1992	JHEQX vs OLGAX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income	24	-0.51%	Aug 31, 2018	JHEQX vs JEPIX
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	48	1.64%	Jul 2, 1987	JHEQX vs OIEJX
JUEMX	JPMorgan U.S. Equity Fund R6	Large Cap Blend Equities	31	-7.67%	Sep 17, 1993	JHEQX vs JUEMX
JMSIX	JPMorgan Income Fund	Multisector Bonds	95	-0.17%	Jun 1, 2014	JHEQX vs JMSIX
JEPAX	JPMorgan Equity Premium Income Fund Class A	Derivative Income, Dividend	22	-0.48%	Aug 31, 2018	JHEQX vs JEPAX
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	34	-8.66%	Oct 29, 1999	JHEQX vs VHIAX
JMUEX	JPMorgan U.S. Equity Fund	Large Cap Blend Equities	31	-7.68%	Sep 17, 1993	JHEQX vs JMUEX

Often Compared With JHEQX

What investors most often compare with JHEQX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	34	0.46%	May 20, 2020	JHEQX vs JEPI
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	JHEQX vs SPY
JHQDX	JPMorgan Hedged Equity 2 Fund Class I	Options Trading	41	-3.02%	Feb 26, 2021	JHEQX vs JHQDX
BUFR	FT Vest Laddered Buffer ETF	Defined Outcome, Actively Managed	72	-0.93%	Aug 10, 2020	JHEQX vs BUFR
^GSPC	S&P 500 Index		67	-3.95%	—	JHEQX vs ^GSPC
CMNIX	Calamos Market Neutral Income Fund Institutional C...		91	0.37%	May 10, 2000	JHEQX vs CMNIX
LCSIX	LoCorr Long/Short Commodity Strategies Fund	Systematic Trend	6	2.78%	Dec 29, 2011	JHEQX vs LCSIX
XVV	iShares ESG Screened S&P 500 ETF	S&P 500, ESG	52	-5.44%	Sep 22, 2020	JHEQX vs XVV
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	59	-3.29%	Jun 27, 2016	JHEQX vs VTI
IVV	iShares Core S&P 500 ETF	S&P 500	60	-3.67%	May 15, 2000	JHEQX vs IVV
QCLR	Global X NASDAQ 100 Collar 95-110 ETF	Large Cap Growth Equities, Hedge Fund	46	-5.98%	Aug 25, 2021	JHEQX vs QCLR
JDIEX	Easterly Hedged Equity Fund	Options Trading	58	0.00%	Jul 30, 2015	JHEQX vs JDIEX
BRK-B	Berkshire Hathaway Inc.		17	-4.80%	—	JHEQX vs BRK-B
SPQH.DE	Global X S&P 500 Quarterly Tail Hedge UCITS ETF US...	Defined Outcome, S&P 500	13	-1.86%	Feb 21, 2023	JHEQX vs SPQH.DE
FFEB	FT Vest U.S. Equity Buffer ETF - February	Defined Outcome	71	-0.64%	Feb 21, 2020	JHEQX vs FFEB
INRO	Blackrock U.S. Industry Rotation ETF	Large Cap Blend Equities	58	-3.59%	Mar 26, 2024	JHEQX vs INRO
VPC	Virtus Private Credit Strategy ETF	Small Cap Blend Equities	1	-12.24%	Feb 7, 2019	JHEQX vs VPC
GAUG	FT Cboe Vest U.S. Equity Moderate Buffer ETF - Aug...	Options Trading	69	-0.95%	Aug 17, 2023	JHEQX vs GAUG
FHEQ	Fidelity Hedged Equity ETF	Equity Hedged	60	-4.15%	Apr 9, 2024	JHEQX vs FHEQ
IVVD	Invivyd Inc.		78	-46.15%	—	JHEQX vs IVVD

Compare JHEQX with Any Fund or Stock

Compare JHEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

JPMorgan Hedged Equity Fund Class I

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