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Jpmorgan U.s. Equity Fund Class I (JUESX)

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27.17 -0.05    -0.18%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  JPMorgan
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 5.69B
JPMorgan US Equity Select 27.17 -0.05 -0.18%

JUESX Overview

 
Find basic information about the Jpmorgan U.s. Equity Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add JUESX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change34.62%
Prev. Close27.22
Risk Rating
TTM Yield0.56%
ROE35.23%
IssuerJPMorgan
Turnover53%
ROA16.43%
Inception Date37144
Total Assets5.69B
Expenses0.69%
Min. Investment1,000,000
Market Cap362.67B
CategoryLarge Blend
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Jpmorgan U.s. Equity Fund Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1220 1037 1391 1297 2191 3504
Fund Return 21.96% 3.66% 39.14% 9.04% 16.99% 13.36%
Place in category 220 389 234 317 34 29
% in Category 14 29 15 23 3 4

Top Equity Funds by JPMorgan

  Name Rating Total Assets YTD% 3Y% 10Y%
  JPMorgan Large Cap Growth R6 67.26B 26.92 9.12 17.38
  JPMorgan Large Cap Growth Select 25.52B 26.65 8.85 17.07
  JPMorgan Equity Income R6 23.52B 15.20 6.90 9.96
  JPMorgan US Equity R6 18.16B 22.19 9.31 13.64
  JPMorgan Equity Income Select 16.9B 14.96 6.64 9.68

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 552.77B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 401.69B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 193.35B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 8.86 425.20 +0.51%
  Apple US0378331005 7.71 225.12 +0.40%
  NVIDIA US67066G1040 7.15 146.27 -1.36%
  Amazon.com US0231351067 4.22 214.10 +2.48%
  Meta Platforms US30303M1027 3.40 580.00 -0.82%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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