HEQQ

JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF

$57.58

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Nasdaq-100 Index, while seeking to mitigate downside risk through the use of a laddered options overlay strategy.

Overview

ETF tracking JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF

Category Technology

Issuer Other

Inception Date 2025-03-27

Market Cap $30.2M

Average Volume N/A

Dividend Yield 0.11%

52-Week Range $46.52 - $58.47

VWAP $57.64

Performance

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Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

HEQQ aims to achieve its objective by investing primarily in the stocks that make up the Nasdaq-100 Index and implementing a laddered options overlay strategy. The options overlay is designed to provide downside protection while allowing for upside participation in the underlying equity index.

✨ Key Features

Seeks to track the performance of the Nasdaq-100 Index
Utilizes a laddered options overlay strategy to mitigate downside risk
Low expense ratio of 0.00%
Relatively new fund with limited performance history

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Equity risk: The fund is exposed to the performance of the underlying Nasdaq-100 Index
Options risk: The options overlay strategy may not be successful in mitigating downside risk
Liquidity risk: The fund may have difficulty buying or selling certain securities

👤 Best For

This ETF may be suitable for investors seeking exposure to the technology-heavy Nasdaq-100 Index with a focus on downside protection. It may be particularly appealing to investors with a moderate risk tolerance who are looking to balance growth potential with risk management. However, due to the limited performance history, investors should carefully consider the risks and do their own research before investing.