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Nasdaq - Delayed Quote USD

JPMorgan US Equity R4 (JUEQX)

23.39
+0.31
+(1.34%)
At close: 8:01:55 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.84%
5y Average Return 15.27%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 31.90%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 31.90%
Worst 3Y Total Return 8.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JUEQX
Category
YTD
-5.67%
5.31%
1-Month
-5.97%
-4.19%
3-Month
-5.67%
3.90%
1-Year
5.21%
20.31%
3-Year
8.05%
6.48%
5-Year
18.72%
11.78%
10-Year
12.41%
10.96%
Last Bull Market
20.88%
25.56%
Last Bear Market
-16.33%
-15.11%

Annual Total Return (%) History

Year
JUEQX
Category
2025
--
--
2024
23.97%
--
2023
27.02%
22.32%
2022
-18.98%
-16.96%
2021
28.47%
26.07%
2020
26.46%
15.83%
2019
31.90%
28.78%
2018
-6.13%
-6.27%

2017
21.37%
20.44%
2016
--
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.67% -- -- --
2024 11.15% 4.27% 5.76% 1.14%
2023 7.59% 8.48% -2.86% 12.03%
2022 -4.60% -16.33% -4.40% 6.18%
2021 5.37% 7.89% 0.81% 12.09%
2020 -17.08% 22.47% 9.57% 13.65%
2019 13.51% 4.58% 0.66% 10.39%
2018 -1.13% 2.99% 8.81% -15.27%
2017 6.67% 2.10% 4.30% 6.85%
2016 4.87% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 70
3-Month 82
1-Year 64
3-Year 53
5-Year 20

Load Adjusted Returns

1-Year 5.21%
3-Year 8.05%
5-Year 18.72%
10-Year 12.41%

Performance & Risk

YTD Return -6.84%
5y Average Return 15.27%
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 -5.67%
Yield 0.50%
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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