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Nasdaq - Delayed Quote USD

JPMorgan US Equity A (JUEAX)

27.98 -0.46 (-1.62%)
At close: 8:10:18 AM EST
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  • Previous Close 28.44
  • YTD Return 5.10%
  • Expense Ratio 0.94%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 31.18B
  • Beta (5Y Monthly) 1.02
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 53.00%
  • Last Dividend 0.01
  • 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

31.18B

Net Assets

2016-09-09

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

JUEAX
5.10%
Category
5.31%

1-Year Return

JUEAX
5.56%
Category
20.31%

3-Year Return

JUEAX
18.43%
Category
6.48%

5-Year Return

JUEAX
11.22%
Category
11.78%

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