JPGSX Mutual Fund

JPGSX Mutual Fund (JPMorgan US GARP Equity Fund Class I) is managed by J.P. Morgan Asset Management with $214.3M in net assets. JPGSX expense ratio is 0.59%, holding 93 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2003-02-28.

JPGSX performance shows a YTD return of 6.59%. The 1-year return is 20.72% and the 5-year return is 14.49%. JPGSX dividend yield stands at 6.88%, paid annually.

JPGSX top holdings include Nvidia Corp. (13.1%), Apple, Inc (9.7%), Microsoft Corp (9.2%), Amazon.Com Inc (5.8%), Broadcom Inc (4.5%). Go to all JPGSX holdings, JPGSX sectors, or JPGSX dividends.

JPGSX can be compared against other funds. Use JPGSX overlap to find shared positions, or JPGSX vs another fund for a side-by-side view. JPGSX alternatives are available via the screener, along with tax-loss harvesting opportunities.