JUESX Mutual Fund

JUESX Mutual Fund (JPMorgan US Equity Fund Class I) is managed by J.P. Morgan Asset Management with $4.55B in net assets. JUESX expense ratio is 0.69%, holding 56 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2001-09-10.

JUESX performance shows a YTD return of 3.50%. The 1-year return is 9.31% and the 5-year return is 10.38%. JUESX dividend yield stands at 5.50%, paid quarterly.

JUESX 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 JUESX holdings, JUESX sectors, or JUESX dividends.

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