JLVMX Mutual Fund
JLVMX Mutual Fund
JPMorgan Large Cap Value Fund Class R6
JLVMX Mutual Fund Overview
JLVMX Mutual Fund (JPMorgan Large Cap Value Fund Class R6) is managed by J.P. Morgan Asset Management with $2.81B in net assets. JLVMX expense ratio is 0.44%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 2010-11-30.
JLVMX performance shows a YTD return of 8.23%. The 1-year return is 21.93% and the 5-year return is 10.08%. JLVMX dividend yield stands at 7.44%, paid quarterly.
JLVMX top holdings include Berkshire Hathaway, Inc. (4.3%), Meta Platforms, Inc. (2.7%), Alphabet Inc series C (2.6%), Wells Fargo & Co (2.6%), Bank Of America Corp. (2.3%). View all JLVMX holdings, sector breakdown, or dividend history.
JLVMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JLVMX alternatives are available via the screener, along with tax-loss harvesting opportunities.