HEQQ - ETF AI Analysis
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JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several of the largest technology positions, including major chipmakers and internet platforms, have shown strong gains, helping support the ETF’s overall results.
Broad Sector Spread Within Growth Areas
While technology is the largest slice, the fund also holds communication services, consumer cyclical, consumer defensive, health care, and other sectors, which helps reduce reliance on just one industry.
Positive Recent Performance Trend
The ETF has delivered positive returns over the past month, three months, and year to date, indicating generally favorable recent performance.
Negative Factors
Heavy Concentration in a Few Mega-Cap Stocks
A small group of large technology and consumer names makes up a big share of the portfolio, so weakness in any of these companies can significantly affect the fund.
Mixed Results Among Top Holdings
Some major positions, including well-known technology and electric vehicle stocks, have shown weak or negative performance, which can drag on the ETF’s returns.
High U.S.-Only Exposure
The fund is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
HEQQ vs. SPDR S&P 500 ETF (SPY)
AUM30.37M
RegionNorth America
Expense Ratio0.50%
Beta0.58
IssuerJPMorgan
Inception DateMar 26, 2025
Dividend Yield0.22%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,232
30 Day Avg. Volume1,914
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
75.29Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering97
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEQQ Summary
HEQQ is an ETF from JPMorgan that invests mainly in large U.S. companies listed on the Nasdaq, with a special “hedged equity” strategy that aims to smooth out some of the market’s ups and downs. It is heavily tilted toward technology and communication stocks and holds well-known names like Apple, Nvidia, Microsoft, Amazon, and Tesla. Someone might consider HEQQ if they want long-term growth from leading tech-driven companies while trying to reduce some volatility through its hedge overlay. A key risk is that it is still very dependent on tech and Nasdaq stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The ETF has an expense ratio of 0.50%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it uses an actively managed strategy with a hedged equity approach and laddered overlay techniques to manage risk and enhance returns.
What would affect this ETF?HEQQ's focus on large-cap U.S. companies, particularly in technology and communication services, positions it to benefit from continued innovation and growth in these sectors. However, its heavy reliance on tech giants like Nvidia, Microsoft, and Apple makes it vulnerable to regulatory changes, economic slowdowns, or shifts in consumer demand that could negatively impact the technology industry. Broader economic conditions, such as interest rate hikes or geopolitical tensions, could also influence the ETF's performance.
HEQQ Top 10 Holdings
HEQQ is leaning heavily into U.S. Big Tech and chipmakers, with names like Nvidia, Micron, AMD, Lam Research, and Intel forming a powerful semiconductor spine that’s been rising and doing much of the heavy lifting. Alphabet and Amazon have been generally supportive, though their recent moves look a bit choppy. On the flip side, Microsoft and Apple have lost some near-term steam, acting as mild brakes rather than engines. Walmart adds a steadier, defensive note, but this fund’s story is still very much about Nasdaq tech and AI-driven growth in the U.S.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.28% | $2.50M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 7.73% | $2.33M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class C | 6.46% | $1.95M | $4.34T | 105.51% | 82 Outperform | |
| Micron | 5.75% | $1.74M | $1.10T | 654.20% | 79 Outperform | |
| Microsoft | 5.35% | $1.62M | $2.90T | -22.12% | 79 Outperform | |
| Amazon | 4.67% | $1.41M | $2.61T | 12.14% | 71 Outperform | |
| Advanced Micro Devices | 4.30% | $1.30M | $844.36B | 274.48% | 73 Outperform | |
| Walmart | 3.51% | $1.06M | $890.03B | 11.37% | 78 Outperform | |
| Lam Research | 3.47% | $1.05M | $439.46B | 226.68% | 77 Outperform | |
| Intel | 3.13% | $946.55K | $604.88B | 367.95% | 64 Neutral |
HEQQ Technical Analysis
Negative
―
Price Trends
60.74
Negative
59.22
Positive
58.64
Positive
Market Momentum
0.02
Positive
45.35
Neutral
31.60
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEQQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 60.71, equal to the 50-day MA of 60.74, and equal to the 200-day MA of 58.64, indicating a neutral trend. The MACD of 0.02 indicates Positive momentum. The RSI at 45.35 is Neutral, neither overbought nor oversold. The STOCH value of 31.60 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HEQQ.
HEQQ Peer Comparison
Comparison Results
Performance Comparison
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
60.36
6.87
12.84%
ACEP
ARS Core Equity Portfolio ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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