Options, Volatility & Defensive
JPM Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF
JPMorgan Asset Management
ISIN IE000JIPY1U8
- AUM
- £13.7mAs of 17 Sept 2026
- OCF / TER
- 0.5%
- Inception Date
- 7 Oct 2025
- Domicile
- Ireland
- Base Currency
- USD
- Instrument Type
- ETF
Fund Overview
Investment Objective
The objective of the Sub-Fund is to provide longterm capital growth.
AltETF Comments
Active Nasdaq-focused equity strategy combined with a laddered exchange-traded options hedge. The fund uses a data-science-driven stock-selection process for US large-cap growth equities, then overlays staggered put and call positions to maintain a continuous market hedge intended to reduce downside and volatility while giving up some upside. Principal return drivers are stock selection within the Nasdaq universe, the shape and effectiveness of the rolling options hedge and the underlying path of US growth-equity markets.
Fees & Share Class
| Ongoing Charges | 0.5% |
|---|---|
| Share Class Currency | USD |
| Income Treatment | Accumulating |
| Currency Hedging | Unhedged |
| Other Available Share Classes | USD Dist |
| Registrations for Public Distribution | — |
| UK Reporting Fund Status | Yes |
Management & Structure
| Legal Issuer | JPMorgan ETFs (Ireland) ICAV |
|---|---|
| Asset Manager | JPMorgan Asset Management |
| Investment Manager | J.P. Morgan Investment Management |
| Fund Manager or Team | Hamilton Reiner; Eric M Moreau; Matt Bensen; Judy Jansen |
| Administrator | Brown Brothers Harriman |
| Custodian or Depositary | Brown Brothers Harriman |
| Domicile | Ireland |
| Legal Structure | ICAV |
| Instrument Type | ETF |
| Management Approach | Active |
| Implementation Method | Active physical equity portfolio with exchange-traded options overlay |
| Underlying Index | Nasdaq-100 Index |
| SFDR Classification | Article 6 |
Performance & Statistics
- MTD
- 0.4% as of 17 Sept 2026
- YTD
- 5.6% as of 17 Sept 2026
- 1Y
- —
- 3Y Annualised
- —
- 5Y Annualised
- —
Monthly Returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year Return |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.8% | 0.3% | -1.4% | 4.6% | 3.3% | 2.0% | -3.7% | 1.1% | — | — | — | — | 5.3% |
| 2025 | — | — | — | — | — | — | — | — | — | — | 3.2% | -1.6% | 1.5% |
As of 31 Aug 2026