J.P. Morgan Asset Management Unveils New JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)
J.P. Morgan Asset Management has launched the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) on the Nasdaq Stock Market. The new ETF joins their Hedged Equity suite alongside HELO, offering investors exposure to the Nasdaq-100 Index with built-in risk mitigation features.
HEQQ implements a laddered options overlay strategy, holding options across multiple hedge periods to provide lower volatility during market uncertainty. The fund combines an actively-managed growth and technology-oriented equity portfolio with hedging strategies, aiming to capture significant portions of Nasdaq-100 returns while managing risk.
The ETF is managed by Hamilton Reiner, who also manages HELO and JEPI (the largest actively managed ETF). The fund's expense ratio is set at 50 basis points.
J.P. Morgan Asset Management ha lanciato il JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) sul mercato azionario Nasdaq. Il nuovo ETF si unisce alla loro gamma di Hedged Equity insieme a HELO, offrendo agli investitori esposizione all'indice Nasdaq-100 con caratteristiche integrate di mitigazione del rischio.
HEQQ implementa una strategia di sovrapposizione di opzioni a scala, mantenendo opzioni su più periodi di copertura per fornire una minore volatilità durante l'incertezza di mercato. Il fondo combina un portafoglio azionario attivamente gestito orientato alla crescita e alla tecnologia con strategie di copertura, mirando a catturare porzioni significative dei rendimenti del Nasdaq-100, gestendo nel contempo il rischio.
L'ETF è gestito da Hamilton Reiner, che gestisce anche HELO e JEPI (il più grande ETF attivamente gestito). Il rapporto spese del fondo è fissato a 50 punti base.
J.P. Morgan Asset Management ha lanzado el JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) en el mercado de valores Nasdaq. El nuevo ETF se une a su gama de Hedged Equity junto a HELO, ofreciendo a los inversores exposición al índice Nasdaq-100 con características integradas de mitigación de riesgo.
HEQQ implementa una estrategia de superposición de opciones escalonadas, manteniendo opciones a través de múltiples períodos de cobertura para proporcionar menor volatilidad durante la incertidumbre del mercado. El fondo combina una cartera de acciones orientada al crecimiento y la tecnología, gestionada activamente, con estrategias de cobertura, con el objetivo de capturar porciones significativas de los rendimientos del Nasdaq-100 mientras gestiona el riesgo.
El ETF es gestionado por Hamilton Reiner, quien también gestiona HELO y JEPI (el ETF activamente gestionado más grande). La relación de gastos del fondo está establecida en 50 puntos básicos.
J.P. Morgan 자산 관리는 JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)를 나스닥 증권 시장에 출시했습니다. 새로운 ETF는 HELO와 함께 헤지 주식 제품군에 합류하여 투자자에게 리스크 완화 기능이 내장된 나스닥-100 지수에 대한 노출을 제공합니다.
HEQQ는 사다리 옵션 오버레이 전략을 구현하여 시장 불확실성 동안 낮은 변동성을 제공하기 위해 여러 헤지 기간에 걸쳐 옵션을 보유합니다. 이 펀드는 적극적으로 관리되는 성장 및 기술 중심의 주식 포트폴리오와 헤지 전략을 결합하여 리스크를 관리하면서 나스닥-100 수익의 상당 부분을 포착하는 것을 목표로 합니다.
ETF는 Hamilton Reiner가 관리하며, 그는 HELO와 JEPI(가장 큰 적극적으로 관리되는 ETF)도 관리합니다. 펀드의 비용 비율은 50 베이시스 포인트로 설정되어 있습니다.
J.P. Morgan Asset Management a lancé le JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) sur le marché boursier Nasdaq. Le nouvel ETF rejoint leur gamme de Hedged Equity aux côtés de HELO, offrant aux investisseurs une exposition à l'indice Nasdaq-100 avec des fonctionnalités intégrées de mitigation des risques.
HEQQ met en œuvre une stratégie de superposition d'options échelonnées, maintenant des options sur plusieurs périodes de couverture pour fournir une volatilité plus faible pendant l'incertitude du marché. Le fonds combine un portefeuille d'actions orienté vers la croissance et la technologie, géré activement, avec des stratégies de couverture, visant à capturer des portions significatives des rendements du Nasdaq-100 tout en gérant le risque.
L'ETF est géré par Hamilton Reiner, qui gère également HELO et JEPI (le plus grand ETF géré activement). Le ratio des dépenses du fonds est fixé à 50 points de base.
J.P. Morgan Asset Management hat den JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) an der Nasdaq-Börse gestartet. Der neue ETF reiht sich in ihre Hedged Equity-Reihe neben HELO ein und bietet Investoren Zugang zum Nasdaq-100-Index mit integrierten Risikominderungsfunktionen.
HEQQ implementiert eine gestaffelte Optionsüberlagerungsstrategie, die Optionen über mehrere Hedge-Zeiträume hinweg hält, um während der Marktunsicherheit eine geringere Volatilität zu bieten. Der Fonds kombiniert ein aktiv verwaltetes Wachstums- und technologieorientiertes Aktienportfolio mit Hedging-Strategien, mit dem Ziel, signifikante Teile der Renditen des Nasdaq-100 zu erfassen und gleichzeitig das Risiko zu steuern.
Der ETF wird von Hamilton Reiner verwaltet, der auch HELO und JEPI (dem größten aktiv verwalteten ETF) verwaltet. Die Kostenquote des Fonds beträgt 50 Basispunkte.
- Expands JPM's ETF product line with innovative hedging strategy
- Leverages expertise of successful JEPI ETF management team
- Offers tax-efficient exposure to Nasdaq-100 with built-in risk management
- Higher expense ratio compared to passive index ETFs
Fund joins HELO in the firm's Hedged Equity suite
"The launch of HEQQ underscores our commitment to providing cutting-edge active ETFs that meet the diverse needs of our clients," said Travis Spence, J.P. Morgan Asset Management Global Head of ETFs. "With this addition to our Hedged Equity suite, we're giving investors a smart, sophisticated way to seek to ride out market ups and downs while tapping into the growth power of the Nasdaq."
In implementing the options overlay strategy, HEQQ provides laddered exposure by holding options for multiple hedge periods. This approach aims to provide lower volatility amid market uncertainty, offering a distinct solution that seeks to provide consistent hedged exposure while capitalizing on the tax efficiencies of the ETF vehicle. Paired with an actively-managed growth and technology-oriented long equity portfolio, HEQQ is designed for investors to capture a significant portion of the Nasdaq-100 Index [add registered mark here] while seeking to mitigating risk.
The portfolio management team is led by Hamilton Reiner, who also serves as the portfolio manager of HELO. As CIO of Core Equity Team and Head of
"HEQQ enhances our portfolio of options-based strategies and serves as a counterpart to HELO, utilizing the Nasdaq-100 as its benchmark," explained Hamilton Reiner. "At its core, this equity strategy is designed to enable participation in market gains while mitigating downside risk through a consistent hedge. This offers the opportunity to get invested in the Nasdaq-100 with reduced volatility and beta, making HEQQ an excellent choice for those seeking a balanced portfolio."
The fund is priced at 50 basis points.
For more information about HEQQ, please visit www.jpmorgan.com/am.
[1] Data according to Bloomberg as of March 20, 2025.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
About JPMorgan Chase
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in
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SOURCE J.P. Morgan Asset Management
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