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Jpmorgan Hedged Equity Fund Class I (JHEQX)

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33.54 +0.09    +0.27%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 16.86B
JPMorgan Hedged Equity Select 33.54 +0.09 +0.27%

Jpmorgan Hedged Equity Fund Class I Overview

 
On this page you'll find an in-depth profile of Jpmorgan Hedged Equity Fund Class I. Learn about the key management, total assets, investment strategy and contact information of JHEQX among other information.
Category

Options Trading

Total Assets

16.86B

Expenses

0.57%

Inception Date

41621

Investment Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. The advisor uses an enhanced index strategy to invest in these equity securities, which primarily consist of common stocks of large capitalization U.S. companies. The fund's investments in equity securities will be primarily in common stocks of U.S. companies with market capitalizations similar to those within the universe of the S&P 500 Index.

Contact Information

Address 270 Park Avenue
London,NY EC2V 7EN
United Kingdom
Phone 1-800-480-4111
Fax +1 646 534 2254

Top Executives

Name Title Since Until
Judy Jansen Portfolio Manager 2024 Now
Biography An employee since 2015, Ms. Jansen has been a member of the portfolio management team for derivatives-based strategies in the U.S. Core team since 2022. Prior to assuming this role, Ms. Jansen was a U.S. Equity Investment Specialist, co-leading the Equity Options-based portfolios and responsible for the U.S. Equity Core strategies from 2018 to 2022. Ms. Jansen began her career at J.P. Morgan as an analyst for the U.S. Equity Value portfolio management team. She is a CFA charterholder.
Matthew P Bensen Portfolio Manager 2024 Now
Biography An employee since 2015, Mr. Bensen has been a member of the portfolio management team for derivatives-based strategies in the U.S. Core team since 2019. Prior to assuming this role, Mr. Bensen worked as an analyst for J.P. Morgan’s U.S. Equity Value portfolio management team from 2015 to 2019, where he conducted daily portfolio implementation and analytics. He is a CFA charterholder.
Hamilton Reiner Managing Director 2013 Now
Biography Hamilton Reiner, Managing Director, is a portfolio manager and head of U.S. Equity Derivatives at J.P. Morgan Asset Management. He has been managing U.S. equities and U.S. equity derivatives since 1987, at firms such as Barclays Capital, Lehman Brothers, and Deutsche Bank. He started his career at the options investing firm O'Connor and Associates, where he developed his passion for derivatives investing. Hamilton obtained a B.S.E. in Finance from the Wharton School of the University of Pennsylvania.
Raffaele Zingone Managing Director 2013 Now
Biography Ralph Zingone, Managing Director, is a portfolio manager on the U.S. Disciplined Equity Team. An employee since 1991, Ralph is responsible for the Research Enhanced Index (REI) strategies. Prior to this role, he was a research analyst following the aerospace, environmental, and diversified manufacturing sectors. Upon joining the firm, he was a quantitative equity analyst and later served as a U.S. Equity portfolio manager in London and New York. Ralph received his B.A. in mathematics and economics from the College of the Holy Cross and his M.B.A. in finance from New York University.
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