JUEAX Mutual Fund

JUEAX Mutual Fund (JPMorgan US Equity Fund Class A) is managed by J.P. Morgan Asset Management with $2.94B 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 10.35%. JUEAX dividend yield stands at 5.29%, paid quarterly.

JUEAX top holdings include Nvidia Corp (8.0%), Alphabet Inc,class A (6.9%), Apple, Inc (5.8%), Amazon.Com Inc (4.6%), Broadcom Inc (4.0%). 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.