Fund joins HELO in the firm’s Hedged Equity suite
NEW YORK – March 27, 2025 – J.P. Morgan Asset Management today announced the launch of the JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) on the Nasdaq Stock Market. This new offering represents a strategic expansion of J.P. Morgan Asset Management’s innovative Hedged Equity suite, complementing the success of the JPMorgan Hedged Equity Laddered Overlay ETF (HELO).
"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 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 U.S. Equity Derivatives at J.P. Morgan Asset Management, Hamilton boasts over 30-years of experience in derivates investing and manages the largest actively managed ETF, JPMorgan Equity Premium Income ETF (JEPI).1
"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.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $3.6 trillion (as of 12/31/2024), 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. For more information, visit: www.jpmorgan.com/am
About JPMorgan Chase
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America ("U.S."), with operations worldwide. JPMorganChase had $4.0 trillion in assets and $345 billion in stockholders' equity as of as of 12/31/2024. 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. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
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1 Data according to Bloomberg as of March 20, 2025.