JHQDX

About JHQDX

JPMorgan Hedged Equity 2 Fund I is a mutual fund designed to offer capital appreciation while mitigating overall market risk through a structured options overlay strategy. Its primary function is to deliver equity market exposure, primarily focusing on U.S. large-cap stocks, while seeking to reduce downside risk, especially during periods of heightened market volatility. The fund achieves this by constructing a diversified equity portfolio—typically maintaining characteristics similar to the S&P 500—and layering on a disciplined options strategy that resets every three months in response to current market conditions. This approach is intended to capture a significant portion of the S&P 500’s upside with less volatility and to provide a buffer against declines when the index drops between 5% and 20% in a quarter. Managed by an experienced team at J.P. Morgan Asset Management, the fund appeals to institutional investors seeking steady participation in equity markets with downside protection, and its risk-adjusted approach situates it within the options trading fund category.