HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
1W: -0.7%
1M: +1.6%
3M: +4.2%
YTD: +4.0%
1Y: +17.4%
$60.69
-0.13 (-0.21%)
Weekly Expected Move ±0.7%
$60
$60
$61
$61
$62
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$32M
Holdings89
Top 10 Wt60.7%
Volume160
Avg Volume3,238
Beta0.66
Portfolio Fundamentals
P/E38.8
P/B16.1
Div Yield0.54%
ROE46.4%
% Profitable81%
Inception2025-03-26
Sector Allocation
Technology
58.8%
Communication Services
15.5%
Consumer Cyclical
12.1%
Consumer Defensive
7.2%
Healthcare
4.7%
Industrials
2.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP COMMON STOCK | NVDA | 10.64% | $3.4M | 15,210 |
| 2 | APPLE INC COMMON STOCK | AAPL | 8.59% | $2.7M | 9,076 |
| 3 | ALPHABET INC-CL C - | GOOG | 7.82% | $2.5M | 6,487 |
| 4 | MICROSOFT CORP COMMON | MSFT | 6.53% | $2.1M | 4,965 |
| 5 | AMAZON.COM INC COMMON | AMZN | 5.72% | $1.8M | 6,891 |
| 6 | MICRON TECHNOLOGY INC | MU | 5.00% | $1.6M | 2,182 |
| 7 | WALMART INC COMMON STOCK | WMT | 4.60% | $1.5M | 11,232 |
| 8 | ADVANCED MICRO DEVICES | AMD | 4.32% | $1.4M | 3,085 |
| 9 | BROADCOM INC COMMON | AVGO | 3.83% | $1.2M | 2,930 |
| 10 | INTEL CORP COMMON STOCK | INTC | 3.63% | $1.2M | 9,738 |