JLVRX Mutual Fund (JPMorgan Large Cap Value Fund Class R5) is managed by J.P. Morgan Asset Management with $32.8M in net assets. JLVRX expense ratio is 0.54%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 2006-05-15.

JLVRX performance shows a YTD return of 8.18%. The 1-year return is 21.79% and the 5-year return is 9.98%. JLVRX dividend yield stands at 7.27%, paid quarterly.

JLVRX 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 JLVRX holdings, sector breakdown, or dividend history.

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