Nasdaq - Delayed Quote USD
JPMorgan Small Cap Equity C (JSECX)
18.80
+0.46
+(2.51%)
As of 8:09:19 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Northwestern Mutual Inv Srvc, LLC
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Pruco Securities, LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- CommonWealth Core
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Ameritas NTFN
- Ameriprise Financial
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- Morgan Stanley Consulting Group Advisor
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- MSWM Brokerage
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
- Vanguard Load
- Vanguard TF
- Morgan Stanley Portfolio Management
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialists LLC- Premier
- NM WMC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Fidelity Advisor 401(k) C Shares
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- Prudential Advisors Command
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Pruco Securities LLC -PruChoice Mutual Funds
- Pruco Securities LLC -PruUMA’s Mutual Funds
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
- Nylife Securities LLC
- NYLIFE Securities Mutual Fund Advantage Available
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000® Index at the time of purchase.
Fund Overview
| Category | Small Blend |
| Fund Family | JPMorgan |
| Net Assets | 3.64B |
| YTD Return | -10.64% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 09, 2016 |
Performance & Risk
| YTD Return | -9.21% |
| 5y Average Return | 9.25% |
| Rank in Category (ytd) | 46 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Related Tickers
AATIX Ancora/Thelen Small-Mid Cap I
17.63
+2.62%
MACGX Morgan Stanley Institutional Fund Trust Discovery Portfolio
15.32
+2.61%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
69.72
+2.60%
UBVVX Undiscovered Managers Behavioral Value Fund
78.56
+2.60%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
74.63
+2.60%
UBVAX Undiscovered Managers Behavioral Value Fund
75.84
+2.60%
UBVLX Undiscovered Managers Behavioral Value Fund
78.67
+2.60%
UBVUX Undiscovered Managers Behavioral Value Fund
77.93
+2.59%
UBVTX Undiscovered Managers Behavioral Value Fund
74.82
+2.59%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
78.86
+2.59%
DNDGX Dunham Small Cap Growth Fund
18.25
+2.59%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
78.24
+2.58%
MPEGX Morgan Stanley Inst Discovery I
22.67
+2.58%
MMCGX Morgan Stanley Inst Discovery R6
23.25
+2.56%
AXVIX Acclivity Small Cap Value I
16.54
+2.54%
AXVNX Acclivity Small Cap Value N
16.74
+2.51%
MIGPX Morgan Stanley Inst Global Insgt A
16.74
+2.51%
CCALX Conestoga Small Cap Institutional
72.68
+2.51%
MMEYX Victory Integrity Discovery Y
43.50
+2.50%
MIGIX Morgan Stanley Inst Global Insgt I
17.66
+2.50%
MMMMX Victory Integrity Discovery Member
38.00
+2.48%
BRSVX Bridgeway Small-Cap Value
33.64
+2.44%
UMPSX ProFunds UltraMid Cap Fund
43.84
+2.43%
UMPIX ProFunds UltraMid Cap Fund
56.99
+2.43%
TEGIX Touchstone Mid Cap Growth Inst
41.22
+2.36%
TEGYX Touchstone Mid Cap Growth Y
40.39
+2.36%
TFGRX Touchstone Mid Cap Growth R6
41.41
+2.35%
TEGAX Touchstone Mid Cap Growth A
37.56
+2.34%
PVIVX Paradigm Micro-Cap
45.88
+2.32%
RMBBX RMB Small Cap I
15.77
+2.27%
FGSCX Federated Hermes MDT Mid Cap Growth C
25.30
+2.26%
FGSIX Federated Hermes MDT Mid Cap Growth IS
62.39
+2.26%
FGSKX Federated Hermes MDT Mid Cap Growth R6
53.39
+2.26%
FGSAX Federated Hermes MDT Mid Cap Growth A
58.08
+2.25%
TASZX Third Avenue Small Cap Value Z
18.27
+2.24%
FSENX Fidelity Select Energy Portfolio
53.87
+2.22%
VSCRX Virtus KAR Small-Cap Core R6
54.42
+2.22%
PKSAX Virtus KAR Small-Cap Core A
49.49
+2.21%
PKSCX Virtus KAR Small-Cap Core C
35.64
+2.21%
PKSFX Virtus KAR Small-Cap Core I
54.17
+2.21%
FIKAX Fidelity Advisor Energy Z
44.25
+2.17%
WWSIX TETON Westwood SmallCap Equity I
20.85
+2.16%
WWSAX TETON Westwood SmallCap Equity A
18.62
+2.14%
WESCX TETON Westwood SmallCap Equity AAA
19.90
+2.10%
CSCQX Columbia Small Cap Value I S
47.29
+2.07%
FTVAX FullerThaler Behav Md-Cp Val A
32.16
+2.06%
CSVRX Columbia Small Cap Value I R
39.62
+2.06%
CSVYX Columbia Small Cap Value I Inst3
47.76
+2.05%
CSCZX Columbia Small Cap Value I Inst
47.29
+2.05%
LKSCX LKCM Small Cap Equity Instl
19.94
+2.05%
FTVCX FullerThaler Behav Md-Cp Val C
31.92
+2.05%
LDVIX AXS FTSE Vntr Cptl RetTrckr I
25.48
+2.04%
CSMIX Columbia Small Cap Value I A
40.00
+2.04%
CUURX Columbia Small Cap Value I Inst2
49.51
+2.04%
LDVAX AXS FTSE Vntr Cptl RetTrckr A
24.96
+2.00%
NRGEX Neuberger Berman Genesis Fund
61.26
+2.00%
LSVAX Loomis Sayles Small Cap Value Admin
17.88
+2.00%
LSSCX Loomis Sayles Small Cap Value Instl
21.06
+1.99%
LSCNX Loomis Sayles Small Cap Value N
21.07
+1.98%
COAGX Gator Capital L/S Fd
50.45
+1.98%
RYVYX Rydex NASDAQ-100 2x Strategy H
473.37
+1.98%
RYVLX Rydex NASDAQ-100 2x Strategy A
473.53
+1.97%
RYCCX Rydex NASDAQ-100 2x Strategy C
332.13
+1.97%
TNVIX 1290 GAMCO Small/Mid Cap Value I
16.08
+1.97%
LSCRX Loomis Sayles Small Cap Value Retail
20.23
+1.97%
UOPIX ProFunds UltraNASDAQ-100 Fund
98.40
+1.96%
FSDAX Fidelity Select Defense & Aerospace
20.36
+1.95%
UOPSX ProFunds UltraNASDAQ-100 Fund
67.46
+1.95%
RYMMX Rydex S&P MidCap 400 Pure Value C
54.11
+1.94%
HWSZX Hotchkis & Wiley Small Cap Value Z
66.83
+1.94%
RYAVX Rydex S&P MidCap 400 Pure Value H
67.97
+1.93%
RYMVX Rydex S&P MidCap 400 Pure Value A
68.08
+1.93%
BPSIX Boston Partners Small Cap Value II I
24.90
+1.92%
TNVAX 1290 GAMCO Small/Mid Cap Value A
16.04
+1.91%
ENPIX ProFunds UltraSector Energy Fund
35.93
+1.90%
ENPSX ProFunds UltraSector Energy Fund
30.40
+1.88%
FVLZX Fidelity Advisor Value Z
32.89
+1.86%
VSTCX Vanguard Strategic Small-Cap Equity Inv
36.36
+1.85%
RYMDX Rydex Mid-Cap 1.5x Strategy H
119.24
+1.83%
RYAHX Rydex Mid-Cap 1.5x Strategy A
118.69
+1.83%
SVFCX Smead Value C
68.72
+1.82%
SIVIX State Street Instl Small-Cap Equity Inv
15.89
+1.79%
ADKSX Adirondack Small Cap
29.55
+1.79%
INPIX ProFunds Internet UltraSector Inv
52.51
+1.78%
BPTRX Baron Partners Retail
181.75
+1.78%
BPTIX Baron Partners Institutional
189.95
+1.77%
INPSX ProFunds Internet UltraSector Svc
33.30
+1.77%
FDSCX Fidelity Stock Selector Small Cap
34.57
+1.77%
FSMVX Fidelity Mid Cap Value
27.66
+1.77%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
49.01
+1.76%
OTIIX T. Rowe Price Small-Cap Stock I
53.68
+1.76%
QRSVX FPA Queens Road Small Cap Value Inv
38.68
+1.76%
LVAQX LSV Small Cap Value Fund
17.32
+1.76%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
61.83
+1.76%
LSVQX LSV Small Cap Value Institutional
17.34
+1.76%
ATHGX American Century Heritage R5
27.18
+1.76%
FSSZX Fidelity Advisor Stock Selector Sm Cp Z
34.71
+1.76%
FCDCX Fidelity Stock Selector Small Cap Fund
28.37
+1.76%
TRSSX T. Rowe Price Instl Small-Cap Stock
23.74
+1.76%
FCDIX Fidelity Stock Selector Small Cap Fund
34.76
+1.76%