JUEAX Mutual Fund
JUEAX Mutual Fund
JPMorgan US Equity Fund Class A
JUEAX Mutual Fund Overview
JUEAX Mutual Fund (JPMorgan US Equity Fund Class A) is managed by J.P. Morgan Asset Management with $2.92B in net assets. JUEAX expense ratio is 0.94%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2001-09-10.
JUEAX performance shows a YTD return of 4.06%. The 1-year return is 13.61% and the 5-year return is 10.95%. JUEAX dividend yield stands at 5.25%, paid quarterly.
JUEAX top holdings include Nvidia Corp (8.9%), Apple Inc (7.0%), Amazon.Com Inc (5.3%), 'alphabet Inc., Class 'a'' (4.8%), Microsoft Corp 4.100 Feb 06 37 (3.9%). View all JUEAX holdings, sector breakdown, or dividend history.
JUEAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. JUEAX alternatives are available via the screener, along with tax-loss harvesting opportunities.