JUEPX Mutual Fund

JUEPX Mutual Fund (JPMorgan US Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $248.2M in net assets. JUEPX expense ratio is 0.94%, holding 68 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-09-09.

JUEPX performance shows a YTD return of 4.43%. The 1-year return is 3.98% and the 5-year return is 10.16%. JUEPX dividend yield stands at 0.12%, paid quarterly.

JUEPX top holdings include NVIDIA Corp (8.7%), Alphabet Inc,class A (6.1%), Apple Inc (5.8%), Microsoft Corp (5.1%), Amazon.com Inc (4.7%). Go to all JUEPX holdings, JUEPX sectors, or JUEPX dividends.

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