HEQQ - ETF AI Analysis
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JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the current market.
Leading Tech and Growth Stocks in Top Holdings
Many of the largest positions, such as major chipmakers and big technology platforms, have shown strong performance, helping drive the fund’s returns.
Broad Sector Spread Within U.S. Market
While tilted toward technology, the fund still holds companies across several sectors like communication services, consumer stocks, health care, and industrials, which helps reduce reliance on any single industry.
Negative Factors
High Concentration in a Few Tech Giants
A significant portion of the portfolio is tied up in a small number of large technology names, which increases the impact if any of these companies stumble.
Mixed Performance Among Top Holdings
Some major positions have recently shown weak or negative performance, which can offset gains from stronger stocks and add volatility.
Higher Expense Ratio Than Many Broad Index ETFs
The fund’s fee is relatively elevated compared with simple index-tracking ETFs, meaning more of the return is used to cover costs.
HEQQ vs. SPDR S&P 500 ETF (SPY)
AUM30.59M
RegionNorth America
Expense Ratio0.50%
Beta0.60
IssuerJPMorgan
Inception DateMar 26, 2025
Dividend Yield0.21%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume634
30 Day Avg. Volume1,180
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
76.84Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering98
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEQQ Summary
HEQQ is an exchange-traded fund that focuses on large U.S. companies listed on the Nasdaq, using a “hedged equity” strategy to try 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 Nvidia and Apple, along with other big firms such as Amazon and Microsoft. Someone might invest in HEQQ for long-term growth and diversification across many leading companies while seeking a bit more downside protection than a plain Nasdaq fund. However, it can still rise and fall with the stock market and is heavily exposed to tech-related businesses.
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 riding the Nasdaq’s tech wave, with Nvidia, Microsoft, and Micron doing most of the heavy lifting as AI and cloud demand keep those names rising. Alphabet and Amazon are more of a mixed bag, steady over the longer run but choppy lately, while Apple looks like it’s catching its breath after a strong stretch. Meta has been lagging and acts as a bit of a brake on returns. Overall, this is a U.S.-heavy, Big Tech– and semiconductor-centric portfolio, so investors are largely betting on America’s digital growth engine.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 9.48% | $2.90M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 7.93% | $2.43M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 6.83% | $2.09M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class C | 5.99% | $1.83M | $4.12T | 42.58% | 82 Outperform | |
| Micron | 5.51% | $1.69M | $1.15T | 673.84% | 79 Outperform | |
| Amazon | 4.86% | $1.49M | $2.79T | 11.27% | 71 Outperform | |
| Advanced Micro Devices | 3.69% | $1.13M | $779.62B | 215.98% | 73 Outperform | |
| Walmart | 3.36% | $1.03M | $850.02B | 6.60% | 78 Outperform | |
| Meta Platforms | 3.16% | $967.93K | $1.57T | -18.03% | 76 Outperform | |
| Lam Research | 2.86% | $873.59K | $384.97B | 198.83% | 77 Outperform |
HEQQ Technical Analysis
Positive
―
Price Trends
60.70
Positive
60.63
Positive
59.34
Positive
Market Momentum
0.10
Positive
56.10
Neutral
82.03
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEQQ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 61.13, equal to the 50-day MA of 60.70, and equal to the 200-day MA of 59.34, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 56.10 is Neutral, neither overbought nor oversold. The STOCH value of 82.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEQQ.
HEQQ Peer Comparison
Comparison Results
Performance Comparison
HEQQ
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
61.34
5.46
9.77%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
LCF
Touchstone US Large Cap Focused ETF
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―
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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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