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HEQQ ETF · JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -1.75% | -1.60% | N/A | N/A | N/A | -1.66% | -2.18% | -2.18% | |
| Flows |
Key fund info
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -1.60% | N/A | N/A | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
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Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
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Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
| AuM | ||
|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | €37.98B |
JPST | JPMorgan Ultra-Short Income ETF | €32.52B |
JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | €29.73B |
BBJP | JPMorgan BetaBuilders Japan ETF | €12.96B |
JCPB | JPMorgan Core Plus Bond ETF | €9.24B |
J.P. Morgan Asset Management is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.8 trillion in assets and $290.0 billion in stockholders’ equity as of September 30, 2021. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.
Via Offical websiteFrequently asked questions about HEQQ
What does JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF, HEQQ, invest in?
HEQQ is a Active ETF. This ETF provides exposure to Large and Mid-Cap US Equities.
What is the Total Expense ratio (TER) of HEQQ?
HEQQ carries a total expense ratio (TER) of 0.5%, indicating the annual cost for holding the fund.
When was HEQQ launched?
HEQQ was introduced to the market on March 26, 2025. It trades on United States
Who is the ETF issuer of HEQQ?
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF, HEQQ, is provided by J.P. Morgan Asset Management. Learn more about J.P. Morgan Asset Management here.
What is the current assets under management (AUM) of HEQQ?
HEQQ oversees €27M in assets as of March 13, 2026.
How has HEQQ performed lately?
Based on data from March 13, 2026, HEQQ returned -1.75% over the past month, -1.60% over the last three months and -2.18% year-to-date.
What are the latest inflows or outflows for HEQQ?
As of March 13, 2026, HEQQ recorded net flows of -€13K year-to-date.
Does HEQQ distribute dividends?
HEQQ follows a distributing dividend policy, meaning it pays out income to investors.
What are the main country or region exposures of HEQQ?
As of January 31, 2026, HEQQ has significant geographic allocations in USA and Ireland.
In which sector or theme does HEQQ invest in?
As of January 31, 2026, HEQQ focuses largely on Information Technology, Communication Services and Consumer Discretionary.
How many securities does HEQQ hold and how diversified is it?
As of January 31, 2026, HEQQ holds 91 positions in its portfolio, with 66.46% of assets concentrated in its top 15 holdings.
What are the main positions in HEQQ?
As of January 31, 2026, HEQQ top three holdings include NVIDIA, MICROSOFT-T and APPLE.
What is the base currency of HEQQ?
The base currency of HEQQ is USD.
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About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
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