JUEPX Mutual Fund (JPMorgan US Equity Fund Class R3) is managed by J.P. Morgan Asset Management with $265.3M in net assets. JUEPX expense ratio is 0.94%, holding 56 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-09-09.

JUEPX performance shows a YTD return of 4.08%. The 1-year return is 13.61% and the 5-year return is 12.07%. JUEPX dividend yield stands at 5.28%, paid quarterly.

JUEPX 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 JUEPX holdings, sector breakdown, or dividend history.

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