JLVMX Mutual Fund

JLVMX Mutual Fund (JPMorgan Large Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $2.92B in net assets. JLVMX expense ratio is 0.44%, holding 98 positions across sectors including Health Care, Financials, Industrials. Inception date: 2010-11-30.

JLVMX performance shows a YTD return of 12.08%. The 1-year return is 24.37% and the 5-year return is 11.10%. JLVMX dividend yield stands at 7.28%, paid quarterly.

JLVMX top holdings include Berkshire Hathaway, Inc. (4.3%), Meta Platforms, Inc. (2.7%), Alphabet Inc. C (2.6%), Wells Fargo & Co. (2.6%), Bank Of America Corp. (2.3%). 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.