JVAPX Mutual Fund (JPMorgan Value Advantage Fund Class R3) is managed by J.P. Morgan Asset Management with $2.9M in net assets. JVAPX expense ratio is 1.00%, holding 116 positions across sectors including Financials, Unknown, Health Care. Inception date: 2016-09-09.

JVAPX performance shows a YTD return of 9.29%. The 1-year return is 16.67% and the 5-year return is 8.01%. JVAPX dividend yield stands at 11.73%, paid annually.

JVAPX top holdings include Berkshire Hathaway, Inc. (3.6%), Jpmorgan Prime Money Market Fund, Class Im (2.7%), Wells Fargo & Co (2.5%), JOHNSON AND JOHNSON (1.9%), Abbvie Inc Health Care (1.9%). View all JVAPX holdings, sector breakdown, or dividend history.

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