JLVMX Mutual Fund

JLVMX Mutual Fund (JPMorgan Large Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $2.76B in net assets. JLVMX expense ratio is 0.44%, holding 102 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2010-11-30.

JLVMX performance shows a YTD return of 13.93%. The 1-year return is 21.56% and the 5-year return is 12.17%. JLVMX dividend yield stands at 7.16%, paid quarterly.

JLVMX top holdings include Amazon.Com Inc (8.5%), Microsoft Corp (6.1%), Bank of America Corp.: Financials (2.7%), Meta Platforms Inc (2.6%), Wells Fargo & Co. (2.2%). Go to all JLVMX holdings, JLVMX sectors, or JLVMX dividends.

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