JHTAX Mutual Fund Price & Analysis

JHTAX is a mutual fund offered by JPMorgan that focuses on hedged equity investments. This fund is classified as Class A, indicating it is designed for individual investors and may have lower fees compared to other classes. The fund aims to provide investors with a diversified portfolio of equities while also utilizing hedging strategies to mitigate risk. With a ticker symbol of JHTAX, this mutual fund offers investors the opportunity to potentially earn returns while also managing risk in the equity market.

JHTAX Mutual Fund Chart & Stats

Previous Close$18.14
Sub-CategoryAsset Allocation
Total Liabilities37.43M
Expense Ratio0.85%
Holding Count171
Brandjpmorgan trust iv
0.09 (0.49%)
CategoryAlternative
Total Assets3.00B
Shares OutstandingN/A
52-Week Range$15.18 - $19.58

JHTAX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
7.81%
Apple Inc
5.54%
Nvidia Corporation
5.50%
Amazon.Com, Inc.
4.30%
Meta Platforms, Inc.
2.72%
Alphabet Inc. Class A
2.03%
USD_CASH
JPMorgan U.S. Government Money Market Fund
1.82%
Exxon Mobil Corp.
1.69%
Mastercard Inc
1.62%
Alphabet Inc. Class C
1.52%
Total34.56%

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