JUEAX Mutual Fund
JUEAX Mutual Fund
JUEAX Mutual Fund
JPMorgan US Equity Fund Class A
JUEAX Mutual Fund Overview
JUEAX Mutual Fund (JPMorgan US Equity Fund Class A) is managed by J.P. Morgan Asset Management with $2.91B in net assets. JUEAX expense ratio is 0.94%, holding 68 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.
JUEAX performance shows a YTD return of 5.96%. The 1-year return is 10.36% and the 5-year return is 10.32%. JUEAX dividend yield stands at 5.16%, paid quarterly.
JUEAX top holdings include Nvidia Corp (8.7%), Alphabet Inc,class A (6.1%), Apple, Inc (5.8%), Microsoft Corp (5.1%), Amazon.Com Inc (4.7%). Go to all JUEAX holdings, JUEAX sectors, or JUEAX dividends.
JUEAX can be compared against other funds. Use JUEAX overlap to find shared positions, or JUEAX vs another fund for a side-by-side view. JUEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.