JUEAX Mutual Fund

JUEAX Mutual Fund (JPMorgan US Equity Fund Class A) is managed by J.P. Morgan Asset Management with $3.04B in net assets. JUEAX expense ratio is 0.94%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.

JUEAX performance shows a YTD return of 3.31%. The 1-year return is 9.01% and the 5-year return is 10.09%. JUEAX dividend yield stands at 5.29%, paid quarterly.

JUEAX top holdings include Nvidia Corp. (8.9%), Apple, Inc (7.0%), Amazon.Com Inc (5.3%), Alphabet Inc Common Stock USD 0.001 (4.8%), Microsoft Corp (3.9%). 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.