JPMorgan Hedged Equity 3 FundJHTRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.6B
Expense ratio
0.34%
1-year return
+9.9%
3 years, a year
+12.1%
5 years, a year
+7.5%
12-month yield
0.52%
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 JHTRX.
- JHTRX overview
- JHTRX holdings
- JHTRX risk
- JHTRX costs
- JHTRX money in and out
- JHTRX share classes
- Compare JHTRX 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.