JLVZX Mutual Fund (JPMorgan Large Cap Value Fund Class R2) is managed by J.P. Morgan Asset Management with $18.5M in net assets. JLVZX expense ratio is 1.19%, holding 98 positions across sectors including Unknown, Health Care, Financials. Inception date: 2008-11-03.

JLVZX performance shows a YTD return of 7.84%. The 1-year return is 20.99% and the 5-year return is 9.26%. JLVZX dividend yield stands at 6.67%, paid quarterly.

JLVZX 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 JLVZX holdings, sector breakdown, or dividend history.

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