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Nasdaq - Delayed Quote USD

JPMorgan US Equity L (JMUEX)

23.50
+0.31
+(1.34%)
At close: 8:04:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.81%
5y Average Return 15.44%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Apr 30, 2025) 36.04%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 36.04%
Worst 3Y Total Return 8.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JMUEX
Category
YTD
-5.65%
5.31%
1-Month
-5.95%
-4.19%
3-Month
-5.65%
3.90%
1-Year
5.34%
20.31%
3-Year
8.21%
6.48%
5-Year
18.89%
11.78%
10-Year
12.56%
10.96%
Last Bull Market
21.01%
25.56%
Last Bear Market
-16.28%
-15.11%

Annual Total Return (%) History

Year
JMUEX
Category
2025
--
--
2024
24.13%
--
2023
27.26%
22.32%
2022
-18.87%
-16.96%
2021
28.69%
26.07%
2020
26.54%
15.83%
2019
32.13%
28.78%
2018
-5.95%
-6.27%

2017
21.52%
20.44%
2016
10.88%
10.37%
2015
0.79%
-1.07%
2014
13.83%
10.96%
2013
36.04%
31.50%
2012
17.35%
14.96%
2011
-1.53%
-1.27%
2010
14.50%
14.01%
2009
33.27%
28.17%
2008
-34.63%
-37.79%
2007
10.54%
6.16%
2006
17.31%
14.17%
2005
2.63%
5.88%
2004
10.96%
10.02%
2003
32.63%
27.05%
2002
-26.49%
-22.25%
2001
-9.30%
-13.50%
2000
-6.37%
-6.31%
1999
14.88%
20.16%
1998
24.79%
22.39%
1997
28.58%
28.37%
1996
21.22%
20.76%
1995
32.81%
32.35%
1994
-0.32%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.65% -- -- --
2024 11.18% 4.29% 5.77% 1.21%
2023 7.66% 8.48% -2.81% 12.12%
2022 -4.55% -16.28% -4.40% 6.19%
2021 5.43% 7.95% 0.85% 12.13%
2020 -17.10% 22.52% 9.59% 13.70%
2019 13.59% 4.53% 0.76% 10.46%
2018 -1.09% 3.00% 8.89% -15.22%
2017 6.71% 2.10% 4.37% 6.87%
2016 -0.89% 1.41% 5.09% 4.97%

2015 1.80% 0.34% -7.86% 7.09%
2014 1.67% 4.91% 1.26% 5.39%
2013 10.60% 3.70% 6.76% 11.11%
2012 14.55% -4.77% 7.04% 0.50%
2011 4.75% -0.11% -15.24% 11.05%
2010 5.13% -12.08% 11.02% 11.57%
2009 -8.19% 17.29% 15.54% 7.12%
2008 -9.13% -1.90% -7.58% -20.66%
2007 1.69% 7.91% 3.67% -2.83%
2006 4.42% -1.05% 5.70% 7.42%
2005 -3.08% 1.22% 2.78% 1.78%
2004 2.29% 1.17% -1.33% 8.67%
2003 -2.65% 18.06% 2.08% 13.05%
2002 -1.87% -15.78% -18.06% 8.55%
2001 -12.88% 8.13% -15.70% 14.21%
2000 3.63% -4.38% 2.44% -7.77%
1999 3.38% 11.00% -10.12% 11.37%
1998 12.80% 2.54% -11.17% 21.46%
1997 2.62% 14.63% 9.61% -0.28%
1996 6.71% 2.37% 2.53% 8.24%
1995 10.44% 7.62% 6.67% 4.75%
1994 -2.07% 0.19% 4.52% -2.80%
1993 4.87% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 69
3-Month 82
1-Year 63
3-Year 49
5-Year 16

Load Adjusted Returns

1-Year 5.34%
3-Year 8.21%
5-Year 18.89%
10-Year 12.56%

Performance & Risk

YTD Return -6.81%
5y Average Return 15.44%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 29.88B
YTD Return -5.65%
Yield 0.64%
Morningstar Rating
Inception Date Sep 17, 1993

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.

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