JUEQX Mutual Fund

JUEQX Mutual Fund (JPMorgan US Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $105.3M in net assets. JUEQX expense ratio is 0.69%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-09-09.

JUEQX performance shows a YTD return of 3.47%. The 1-year return is 9.29% and the 5-year return is 10.37%. JUEQX dividend yield stands at 5.51%, paid quarterly.

JUEQX 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 JUEQX holdings, JUEQX sectors, or JUEQX dividends.

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