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Nasdaq - Delayed Quote USD

JPMorgan US Equity I (JUESX)

23.56
+0.15
+(0.64%)
At close: 8:03:53 PM EDT
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  • Previous Close 23.41
  • YTD Return 0.32%
  • Expense Ratio 0.69%
  • Category Large Blend
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 32.01B
  • Beta (5Y Monthly) 0.97
  • Yield 0.50%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.02
  • 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

32.01B

Net Assets

2016-09-09

Inception Date

More about JPMorgan US Equity I

Performance Overview: JUESX

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Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

JUESX
0.32%
Category
5.31%
 

1-Year Return

JUESX
15.77%
Category
20.31%
 

3-Year Return

JUESX
11.36%
Category
6.48%
 

5-Year Return

JUESX
17.33%
Category
11.78%
 

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Holdings: JUESX

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Sector Weightings

SectorJUESX
Technology   31.65%
Financial Services   14.81%
Consumer Cyclical   13.12%
Healthcare   10.52%
Industrials   9.72%
Communication Services   7.21%
Energy   4.86%
Utilities   3.52%
Basic Materials   1.91%
Consumer Defensive   1.79%
Real Estate   0.89%
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Recent News: JUESX

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Research Reports: JUESX

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