JSEPX Mutual Fund (JPMorgan Small Cap Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $2.6M in net assets. JSEPX expense ratio is 1.24%, holding 111 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2016-09-09.

JSEPX performance shows a YTD return of 13.24%. The 1-year return is 13.70% and the 5-year return is 2.55%. JSEPX dividend yield stands at 22.55%, paid annually.

JSEPX top holdings include Jpmorgan Prime Money Market Fund, Class Im (2.9%), Jpmorgan Securities Lending Money Market Fund, Class Agency Sl Shares (2.8%), Element Solutions Inc Common Stock Usd 0.01 (1.6%), Hayward Holdings, Inc. (1.6%), Modine Manufacturing Company (1.5%). View all JSEPX holdings, sector breakdown, or dividend history.

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