JUEQX Mutual Fund
JUEQX Mutual Fund
JUEQX Mutual Fund
JPMorgan US Equity Fund Class R4
JUEQX Mutual Fund Overview
JUEQX Mutual Fund (JPMorgan US Equity Fund Class R4) is managed by J.P. Morgan Asset Management with $102.1M 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 10.63%. JUEQX dividend yield stands at 5.51%, paid quarterly.
JUEQX 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 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.