JSEPX Mutual Fund

JSEPX Mutual Fund (JPMorgan Small Cap Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $2.4M in net assets. JSEPX expense ratio is 1.24%, holding 127 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JSEPX performance shows a YTD return of 9.33%. The 1-year return is 5.94% and the 5-year return is 1.43%. JSEPX dividend yield stands at 23.36%, paid annually.

JSEPX top holdings include Jpmorgan Prime Money (1.8%), Casella Waste Systems, Inc., Class A (1.4%), Envista Holdings Corp Common Stock Usd (1.3%), Sm Energy Co (1.3%), Cullen/Frost Bankers, Inc. (1.3%). Go to all JSEPX holdings, JSEPX sectors, or JSEPX dividends.

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