JPMorgan Hedged Equity 3 FundJHTAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.6B
Expense ratio
0.84%
1-year return
+9.3%
3 years, a year
+11.6%
5 years, a year
+6.9%
12-month yield
0.15%
Holdings
163
What it aims to do.
The Fund seeks to provide capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 7.83% |
| AAPL Apple, Inc. | 6.31% |
| MSFT Microsoft Corp. | 5.22% |
| AMZN Amazon.com, Inc. | 4.00% |
| N/A | 2.96% |
| GOOGL Alphabet, Inc. | 2.95% |
| AVGO Broadcom, Inc. | 2.71% |
| META Meta Platforms, Inc. | 2.35% |
| XOM Exxon Mobil Corp. | 2.12% |
| GOOG Alphabet, Inc. | 1.93% |
More on JHTAX.
- JHTAX overview
- JHTAX holdings
- JHTAX risk
- JHTAX costs
- JHTAX money in and out
- JHTAX share classes
- Compare JHTAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.