JCMAX Mutual Fund (JPMorgan Mid Cap Equity Fund Class A) is managed by J.P. Morgan Asset Management with $965.9M in net assets. JCMAX expense ratio is 1.09%, holding 191 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2009-11-02.

JCMAX performance shows a YTD return of 10.02%. The 1-year return is 14.57% and the 5-year return is 7.76%. JCMAX dividend yield stands at 5.54%, paid annually.

JCMAX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.7%), Iqvia Holdings Inc (1.7%), Cencora Inc (1.6%), Raymond James Financial Inc. (1.4%), Marathon Petroleum Corp (1.4%). View all JCMAX holdings, sector breakdown, or dividend history.

JCMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JCMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.