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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 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 7 categories.


Often Compared With JHEQX

Investors most often compare JHEQX with SPY, JEPI, JHQDX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
State Street SPDR S&P 500 ETFS&P 500
70
10.91%
781.00BJan 1993JHEQX vs SPY
JPMorgan Equity Premium Income ETFDividend, Derivative Income
26
0.15%
44.59BMay 2020JHEQX vs JEPI
JPMorgan Hedged Equity 2 Fund Class IOptions Trading
55
6.15%
Feb 2021JHEQX vs JHQDX
FT Vest Laddered Buffer ETFDefined Outcome
84
6.42%
9.62BAug 2020JHEQX vs BUFR
S&P 500 Index
73
10.35%
JHEQX vs ^GSPC
LoCorr Long/Short Commodity Strategies FundSystematic Trend
6
2.20%
Dec 2011JHEQX vs LCSIX
Calamos Market Neutral Income Fund Institutional C...
98
2.93%
May 2000JHEQX vs CMNIX
iShares ESG Screened S&P 500 ETFS&P 500, ESG
59
9.37%
652.95MSep 2020JHEQX vs XVV
Vanguard Total Stock Market ETFLarge Cap Blend Equities
68
11.20%
2.20TMay 2001JHEQX vs VTI
Global X NASDAQ 100 Collar 95-110 ETFNasdaq-100, Hedge Fund
31
1.40%
4.03MAug 2021JHEQX vs QCLR
Easterly Hedged Equity FundOptions Trading
92
8.61%
Jul 2015JHEQX vs JDIEX
FT Vest U.S. Equity Buffer ETF - FebruaryDefined Outcome
84
7.97%
1.35BFeb 2020JHEQX vs FFEB
iShares Core S&P 500 ETFS&P 500
70
10.85%
854.92BMay 2000JHEQX vs IVV
Global X S&P 500 Quarterly Tail Hedge UCITS ETF US...Defined Outcome, S&P 500
30
1.49%
Feb 2023JHEQX vs SPQH.DE
Berkshire Hathaway Inc.
23
-5.43%
JHEQX vs BRK-B
Blackrock U.S. Industry Rotation ETFLarge Cap Blend Equities
77
13.96%
32.68MMar 2024JHEQX vs INRO
Virtus Private Credit ETFNontraditional Bonds
3
-7.51%
32.12MFeb 2019JHEQX vs VPC
FT Cboe Vest U.S. Equity Moderate Buffer ETF - Aug...Options Trading
82
5.16%
298.12MAug 2023JHEQX vs GAUG
Fidelity Hedged Equity ETFEquity Hedged
67
9.34%
Apr 2024JHEQX vs FHEQ
Invivyd Inc.
54
-53.85%
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