Morningstar

JPMorgan Hedged Equity Fund Class R6 JHQRX

Medalist Rating as of Oct 9, 2026 See JPMorgan Investment Hub

Strategy

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. Equity securities represent an ownership interest in the issuer. The fund invests in equity securities,which primarily consist of common stocks of large cap U.S.companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JHEQX	JPMorgan Hedged Equity Fund Class I	Institutional	Open			Dec 13, 2013	$13.49B	0.570%	Low	$1M	−$3.77B
JHQAX	JPMorgan Hedged Equity Fund Class A	Front Load	Open			Dec 13, 2013	$1.16B	0.820%	Low	$1,000	−$346.73M
JHQCX	JPMorgan Hedged Equity Fund Class C	Level Load	Open			Dec 13, 2013	$450.62M	1.320%	Low	$1,000	−$153.63M
JHQRX	JPMorgan Hedged Equity Fund Class R6	Retirement, Large	Open			Dec 13, 2013	$2.19B	0.320%	Low	$15M	−$102.08M
JHQPX	JPMorgan Hedged Equity Fund Class R5	Retirement, Large	Open			Dec 13, 2013	$2.94M	0.440%	Below Average	$0	−$443,500.84

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