JUEMX Mutual Fund

JUEMX Mutual Fund (JPMorgan US Equity Fund Class R6) is managed by J.P. Morgan Asset Management with $17.57B in net assets. JUEMX expense ratio is 0.44%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2010-11-30.

JUEMX performance shows a YTD return of 3.62%. The 1-year return is 9.57% and the 5-year return is 11.73%. JUEMX dividend yield stands at 5.71%, paid quarterly.

JUEMX 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 JUEMX holdings, JUEMX sectors, or JUEMX dividends.

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