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Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus C (JLPCX)

25.54 +8.02 (+45.78%)
At close: 8:10:17 AM EDT
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  • Previous Close 17.52
  • YTD Return 7.92%
  • Expense Ratio 2.14%
  • Category Large Blend
  • Last Cap Gain 49.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 3.7B
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 67.00%
  • Last Dividend 0.00
  • Inception Date Nov 3, 2008

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 S&P 500 Index.

JPMorgan

Fund Family

Large Blend

Fund Category

3.7B

Net Assets

2008-11-03

Inception Date

Performance Overview

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Trailing returns as of 10/23/2026. Category is Large Blend.

YTD Return

JLPCX
7.92%
Category
5.31%

1-Year Return

JLPCX
10.42%
Category
20.31%

3-Year Return

JLPCX
20.67%
Category
6.48%

5-Year Return

JLPCX
12.92%
Category
11.78%

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Holdings

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Top 10 Holdings (44.41% of Total Assets)

Symbol Company % Assets
NVIDIA Corporation 9.21%
Microsoft Corporation 6.41%
Amazon.com, Inc. 5.54%
Apple Inc. 5.46%
Alphabet Inc. 4.53%
Broadcom Inc. 3.28%
Meta Platforms, Inc. 2.74%
Mastercard Incorporated 2.70%
Lam Research Corporation 2.42%
Micron Technology, Inc. 2.12%

Sector Weightings

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