JPMorgan U.S. Research Enhanced Equity Fund Class A
JDEAX
NASDAQ
| Weiss Ratings | JDEAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | JDEAX-NASDAQ | Click to Compare |
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| Provider | JPMorgan | |||
| Manager/Tenure (Years) | Raffaele Zingone (23), Timothy Snyder (9) | |||
| Website | http://https://www.jpmorganfunds.com | |||
| Fund Information | JDEAX-NASDAQ | Click to Compare |
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| Fund Name | JPMorgan U.S. Research Enhanced Equity Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 28, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | JDEAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.62% | |||
| Dividend | JDEAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.15% | |||
| Asset Allocation | JDEAX-NASDAQ | Click to Compare |
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| Cash | 0.84% | |||
| Stock | 99.16% | |||
| U.S. Stock | 98.38% | |||
| Non-U.S. Stock | 0.78% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | JDEAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.52% | |||
| 30-Day Total Return | -3.62% | |||
| 60-Day Total Return | -5.39% | |||
| 90-Day Total Return | -4.44% | |||
| Year to Date Total Return | -4.29% | |||
| 1-Year Total Return | 21.66% | |||
| 2-Year Total Return | 25.75% | |||
| 3-Year Total Return | 63.09% | |||
| 5-Year Total Return | 73.84% | |||
| Price | JDEAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | JDEAX-NASDAQ | Click to Compare |
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| Nav | $45.18 | |||
| 1-Month Low NAV | $43.65 | |||
| 1-Month High NAV | $47.28 | |||
| 52-Week Low NAV | $36.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $49.76 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | JDEAX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 11.36 | |||
| Balance Sheet | JDEAX-NASDAQ | Click to Compare |
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| Total Assets | 11.03B | |||
| Operating Ratios | JDEAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 28.00% | |||
| Performance | JDEAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.90% | |||
| Last Bear Market Total Return | -16.23% | |||