JPMorgan Hedged Equity Fund

Shareclass

JPMorgan Hedged Equity R5 (JHQPX)

Type

Open-end mutual fund

Manager

JPMorgan

Flagged investments:

$4.58 BILLION, 21% of assets

Higher risk:

$206.65 MILLION, 0.97% of assets

Private prison operators:

$0, 0% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$3.88B

invested

18%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$3.77B

invested

18%

of portfolio

All flagged holdings

18 holdings

1.
Microsoft Corp
$1.41B
6.58%
2.
Amazon.com Inc
$933.44M
4.36%
3.
Alphabet Inc Class A
$424.84M
1.98%
4.
Berkshire Hathaway Inc Class B
$347.33M
1.62%
5.
Alphabet Inc Class C
$271.99M
1.27%

Higher risk
Private prison operator

See all

JPMorgan Hedged Equity Fund $JHQPX is 21% ($4.58 BILLION) invested in companies with prison involvement

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

JPMorgan Hedged Equity Fund JHQPX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

N/A

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

N/A

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Financial performance

Performance data provided by

Find more financial data on JHQPX at Morningstar.com

Current fund

JHQPX

JPMorgan Hedged Equity Fund

Family

JPMorgan

Category

Equity Hedged

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-1.07% less in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.07% less invested

Less invested in higher risk companies, border industry

0.33% less invested

Less invested in higher risk companies

0.35% less invested

More invested in all screened prison industry companies

6.59% more invested

More invested in all screened border industry companies

6.46% more invested

More invested in all screened companies

7.34% more invested

Current fund

JHQPX

JPMorgan Hedged Equity Fund

Family

JPMorgan

Category

Equity Hedged

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-1.07% less in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.07% less invested

Less invested in higher risk companies, border industry

0.33% less invested

Less invested in higher risk companies

0.35% less invested

More invested in all screened prison industry companies

6.59% more invested

More invested in all screened border industry companies

6.46% more invested

More invested in all screened companies

7.34% more invested

Current fund

JHQPX

JPMorgan Hedged Equity Fund

Family

JPMorgan

Category

Equity Hedged

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-1.07% less in annualized returns

Less invested in private prison operators

0.01% less invested

Less invested in higher risk companies, prison industry

0.07% less invested

Less invested in higher risk companies, border industry

0.33% less invested

Less invested in higher risk companies

0.35% less invested

More invested in all screened prison industry companies

6.59% more invested

More invested in all screened border industry companies

6.46% more invested

More invested in all screened companies

7.34% more invested

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
JHQPX - JPMorgan Hedged Equity Fund

6.49%

8.13%

10%

7.92%

Benchmark

7.43%

7.17%

15%

8.99%

<0.01%

Fund compared to benchmark

-0.94%

0.97%

-4.78%

-1.07%

<0.01% lower

Find more financial data on JHQPX at Morningstar.com

What's next?

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