Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus I (JLPSX)

20.29 +0.02 (+0.10%)
At close: May 17 at 8:01 PM EDT
Loading Chart for JLPSX
DELL
  • Previous Close 20.27
  • YTD Return 10.52%
  • Expense Ratio 1.43%
  • Category Large Blend
  • Last Cap Gain 54.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.99B
  • Beta (5Y Monthly) 0.95
  • Yield 0.19%
  • 5y Average Return --
  • Holdings Turnover 99.00%
  • Last Dividend 0.04
  • Inception Date Nov 1, 2005

Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.

JPMorgan

Fund Family

Large Blend

Fund Category

1.99B

Net Assets

2005-11-01

Inception Date

Performance Overview: JLPSX

Trailing returns as of 5/17/2024. Category is Large Blend.

YTD Return

JLPSX
10.52%
Category
5.31%
 

1-Year Return

JLPSX
30.66%
Category
20.31%
 

3-Year Return

JLPSX
10.37%
Category
6.48%
 

5-Year Return

JLPSX
15.93%
Category
11.78%
 

People Also Watch

Holdings: JLPSX

Top 10 Holdings (42.91% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 8.02%
NVDA
NVIDIA Corporation 5.78%
AAPL
Apple Inc. 5.17%
AMZN
Amazon.com, Inc. 5.12%
META
Meta Platforms, Inc. 3.83%
JINXX
JPMorgan Trust I - JPMorgan Prime Money Market Fund 3.61%
GOOGL
Alphabet Inc. 3.56%
MA
Mastercard Incorporated 3.20%
UNH
UnitedHealth Group Incorporated 2.32%
XOM
Exxon Mobil Corporation 2.31%

Sector Weightings

SectorJLPSX
Technology   29.49%
Healthcare   12.14%
Industrials   9.83%
Energy   4.60%
Utilities   2.88%
Real Estate   1.92%

Recent News: JLPSX

Research Reports: JLPSX

Top Mutual Funds