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    1. Hedged Equity Fund Series

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    JPMorgan Hedged Equity Fund Series

    Designed to participate in equity market upside while mitigating volatility during market declines—no matter when you invest.

     

    QUICK LINKS

    • Hedged Equity Fund (JHEQX)
    • Hedged Equity 2 Fund (JHQDX)
    • Hedged Equity 3 Fund (JHQTX)
    • PM Corner: In conversation with Hamilton Reiner

    A proven hedged strategy

    The hedged strategy of the 5-star Morningstar rated¹ JPMorgan Hedged Equity Fund has historically delivered approximately half the volatility of the S&P 500, leading to competitive risk-adjusted returns.

    1As of 3/31/22. Source: Morningstar. I Shares. Three-year rating: 5 stars, 104 funds rated. Five year rating: 5 stars, 69 funds rated. 10-year rating not yet rated. For overall rating, 104 funds were rated. Ratings do not take sales loads into account. The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics.

    Note: Effective March 12, 2021, the JPMorgan Hedged Equity Fund will have a limited offering. Please see the prospectus for more details.

    Decorative

    Chart source: Morningstar Direct, I Shares as of 3/31/22. Minimum eligibility requirements for the I share class apply; please see prospectus for further details. Performance takes into account annual operating expenses. Indices do not include fees or operating expenses and are not available for actual investment. No representation is being made that any portfolio will or is likely to achieve profits or losses similar to those shown. Numbers for Sharpe Ratio and Standard Deviation are monthly calculations. Effective 3/12/21, the JPMorgan Hedged Equity Fund has a limited offering. Please see the prospectus for more details. Performance quoted is past performance and is no guarantee of future results. Investment returns and principal value will fluctuate, so shares, when sold, may be worth more or less than original cost. Current performance may be higher or lower than returns shown. Call 1-800-480-4111 for most recent month-end performance.

    For standardized performance click here:
    Hedged Equity Fund >

     

     

    A consistent hedged experience no matter when you invest

    The new Hedged Equity Fund Series includes three funds that employ a hedged strategy on staggered start dates and resets every three months. At the beginning of each hedged period, an options overlay strategy is implemented based on where the market is at that point.

    Chart 2: Calendar image showing the hedged strategy reset dates for Hedged Equity Fund, Hedged Equity 2 Fund and Hedged Equity 3 Fund.

    Choose the fund that aligns with your initial investment date

    If you want an optimal investment experience, select the fund based on when you are ready to invest and purchase shares prior to the reset of the 3-month hedged period.

    Performance quoted is past performance and is no guarantee of future results. Investment returns and principal value will fluctuate, so shares, when sold, may be worth more or less than original cost. Current performance may be higher or lower than returns shown. Call 1-800-480-4111 for most recent month-end performance.

    RISK SUMMARY
    Hedged Equity Series The price of equity securities may fluctuate rapidly or unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions. These price movements may result in loss of your investment.
    Investments in derivatives may be riskier than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Derivatives may create leverage, which could lead to greater volatility and losses that significantly exceed the original investment.
    Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash at the time of selling the call option. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of option strategies and could result in losses.
    Utilizing a strategy with a diversified equity portfolio and derivatives, with a Put/Spread Collar options overlay, may not provide greater market protection than other equity investments nor reduce volatility to the desired extent, as unusual market conditions or the lack of a ready option market could result in losses. Derivatives expose the Fund to risks of mispricing or improper valuation and the Fund may not realize intended benefits due to underperformance. When used for hedging, the change in value of a derivative may not correlate as expected with the risk being hedged.

    The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10- year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Rankings do not take sales loads into account.

     

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    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

     

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    INFORMATION REGARDING MUTUAL FUNDS/ETF: Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

     

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    The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

     

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