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JPMorgan Hedged Equity Fund Class I (JHEQX) Alternatives

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

JPMorgan Hedged Equity Fund seeks long-term capital appreciation while using options and other hedging strategies to manage downside risk.

JPMorgan Hedged Equity Fund Class I (JHEQX) belongs to the Equity Hedged 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 a closer substitute for your current allocation.

Other Mutual Funds from JPMorgan

The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 9 categories.

SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
JLGMX
JPMorgan Large Cap Growth Fund Class R6Large Cap Growth Equities
8
-1.77%
—Nov 2010JHEQX vs JLGMX
SEEGX
JPMorgan Large Cap Growth FundLarge Cap Growth Equities
7
-1.92%
—Feb 1992JHEQX vs SEEGX
OLGAX
JPMorgan Large Cap Growth Fund Class ALarge Cap Growth Equities
7
-2.05%
—Feb 1994JHEQX vs OLGAX
JEPIX
JPMorgan Equity Premium Income Fund Class IDerivative Income, Large Cap Blend Equities
31
3.44%
—Aug 2018JHEQX vs JEPIX
OIEJX
JPMorgan Equity Income Fund R6Large Cap Value Equities, Dividend
89
15.85%
—Jul 1987JHEQX vs OIEJX
JMSIX
JPMorgan Income Fund Class IMultisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed
87
1.12%
—Jun 2014JHEQX vs JMSIX
JUEMX
JPMorgan U.S. Equity Fund R6Large Cap Blend Equities
19
3.10%
—Sep 1993JHEQX vs JUEMX
JEPAX
JPMorgan Equity Premium Income Fund Class ADerivative Income, Dividend
29
3.38%
—Aug 2018JHEQX vs JEPAX
VHIAX
JPMorgan Growth Advantage FundLarge Cap Growth Equities
8
-1.70%
—Oct 1999JHEQX vs VHIAX
HLIEX
JPMorgan Equity Income FundDividend, Large Cap Value Equities
88
15.72%
—Jul 1987JHEQX vs HLIEX

Often Compared With JHEQX

Investors most often compare JHEQX with SPY, JEPI, JHQDX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
SPY
State Street SPDR S&P 500 ETFS&P 500
67
10.13%
789.06BJan 1993JHEQX vs SPY
JEPI
JPMorgan Equity Premium Income ETFDividend, Derivative Income
48
4.52%
45.80BMay 2020JHEQX vs JEPI
JHQDX
JPMorgan Hedged Equity 2 Fund Class IOptions Trading
73
7.06%
—Feb 2021JHEQX vs JHQDX
BUFR
FT Vest Laddered Buffer ETFDefined Outcome
87
7.33%
10.19BAug 2020JHEQX vs BUFR
^GSPC
S&P 500 Index
68
9.41%
——JHEQX vs ^GSPC
LCSIX
LoCorr Long/Short Commodity Strategies FundSystematic Trend
3
0.93%
—Dec 2011JHEQX vs LCSIX
CMNIX
Calamos Market Neutral Income Fund Institutional C...
98
3.54%
—May 2000JHEQX vs CMNIX
XVV
iShares ESG Select Screened S&P 500 ETFS&P 500, ESG
55
8.86%
647.94MSep 2020JHEQX vs XVV
QCLR
Global X NASDAQ 100 Collar 95-110 ETFNasdaq-100, Equity Hedged
14
-2.69%
3.31MAug 2021JHEQX vs QCLR
VTI
Vanguard Total Stock Market ETFLarge Cap Blend Equities
67
10.49%
2.30TMay 2001JHEQX vs VTI
FFEB
FT Vest U.S. Equity Buffer ETF - FebruaryDefined Outcome
86
8.35%
1.39BFeb 2020JHEQX vs FFEB
JDIEX
Easterly Hedged Equity FundOptions Trading
84
6.88%
—Jul 2015JHEQX vs JDIEX
INRO
Blackrock U.S. Industry Rotation ETFLarge Cap Blend Equities
65
11.79%
34.37MMar 2024JHEQX vs INRO
GAUG
FT Cboe Vest U.S. Equity Moderate Buffer ETF - Aug...Options Trading
86
6.41%
291.50MAug 2023JHEQX vs GAUG
FHEQ
Fidelity Hedged Equity ETFEquity Hedged
62
8.57%
—Apr 2024JHEQX vs FHEQ
VPC
Virtus Private Credit ETFNontraditional Bonds
1
-11.53%
30.31MFeb 2019JHEQX vs VPC
IVV
iShares Core S&P 500 ETFS&P 500
67
10.13%
869.20BMay 2000JHEQX vs IVV
SPQH.DE
Global X S&P 500 Quarterly Tail Hedge UCITS ETF US...Defined Outcome, S&P 500
31
1.90%
—Feb 2023JHEQX vs SPQH.DE
BRK-B
Berkshire Hathaway Inc.
61
1.77%
——JHEQX vs BRK-B
IVVD
Invivyd Inc.
42
-78.34%
——JHEQX vs IVVD

Compare JHEQX with Any Fund or Stock

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

 

Diversifiers

Pair JHEQX with funds that move differently

JPMorgan Hedged Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JHEQX.

Explore JHEQX Diversifiers