Nasdaq - Delayed Quote USD

JPMorgan US Equity R3 (JUEPX)

24.69
+0.02
+(0.08%)
As of 8:06:26 AM EDT. Market Open.
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  • Previous Close 24.67
  • YTD Return -6.95%
  • Expense Ratio 0.94%
  • Category Large Blend
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 29.25B
  • Beta (5Y Monthly) 0.98
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.00
  • Inception Date Sep 9, 2016

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.

JPMorgan

Fund Family

Large Blend

Fund Category

29.25B

Net Assets

2016-09-09

Inception Date

More about JPMorgan US Equity R3

Performance Overview: JUEPX

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Trailing returns as of 5/16/2025. Category is Large Blend.

YTD Return

JUEPX
6.95%
Category
5.31%
 

1-Year Return

JUEPX
8.08%
Category
20.31%
 

3-Year Return

JUEPX
10.69%
Category
6.48%
 

5-Year Return

JUEPX
14.97%
Category
11.78%
 

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Holdings: JUEPX

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Sector Weightings

SectorJUEPX
Technology   28.04%
Financial Services   15.61%
Consumer Cyclical   12.30%
Healthcare   12.09%
Industrials   10.16%
Communication Services   6.43%
Energy   5.28%
Utilities   4.59%
Consumer Defensive   2.92%
Basic Materials   1.88%
Real Estate   0.71%
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Recent News: JUEPX

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Research Reports: JUEPX

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